Walt Disney Company shares owned by Meritage Portfolio Management
Quarter-by-quarter ownership of Walt Disney Company (DIS) shares owned by Meritage Portfolio Management
from 13F filings
Historical chart of Meritage Portfolio Management investment in Walt Disney Company
Tip: Access up to 7 years of quarterly data
All positions including Walt Disney Company held by Meritage Portfolio Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Walt Disney Company by Meritage Portfolio Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $461k | 3.8k | 122.35 |
| 2023-12-31 | $341k | 3.8k | 90.19 |
| 2023-09-30 | $210k | 2.6k | 81.02 |
| 2023-06-30 | $256k | 2.9k | 89.32 |
| 2023-03-31 | $290k | 2.9k | 100.14 |
| 2022-12-31 | $254k | 2.9k | 86.81 |
| 2022-09-30 | $271k | 2.9k | 94.39 |
| 2022-06-30 | $247k | 2.6k | 94.49 |
| 2022-03-31 | $359k | 2.6k | 137.34 |
| 2021-12-31 | $405k | 2.6k | 154.94 |
| 2021-09-30 | $469k | 2.8k | 169.13 |
| 2021-06-30 | $540k | 3.1k | 175.72 |
| 2021-03-31 | $572k | 3.1k | 184.46 |
| 2020-12-31 | $562k | 3.1k | 181.23 |
| 2020-09-30 | $333k | 2.7k | 124.07 |
| 2020-06-30 | $278k | 2.5k | 111.33 |
| 2020-03-31 | $241k | 2.5k | 96.52 |
| 2019-12-31 | $383k | 2.7k | 144.53 |
| 2019-09-30 | $323k | 2.5k | 130.14 |
| 2019-06-30 | $6.8M | 49k | 139.64 |
| 2019-03-31 | $5.3M | 48k | 111.02 |
| 2018-12-31 | $5.3M | 49k | 109.65 |
| 2018-09-30 | $5.8M | 50k | 116.95 |
| 2018-06-30 | $5.2M | 50k | 104.81 |
| 2015-06-30 | $9.0M | 79k | 114.15 |
| 2015-03-31 | $8.2M | 78k | 104.88 |
| 2014-12-31 | $7.1M | 75k | 94.19 |
| 2014-09-30 | $6.8M | 76k | 89.03 |
| 2014-06-30 | $6.7M | 78k | 85.74 |
| 2014-03-31 | $6.1M | 77k | 80.07 |
More positions owned by Meritage Portfolio Management
View all positions for Meritage Portfolio Management