Physicians Financial Services’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-22,156
| Closed | -$1.98M | – | 107 |
|
|
2023
Q2 | $1.98M | Sell |
22,156
-291
| -1% | -$27.6K | 0.78% | 33 |
|
|
2023
Q1 | $2.25M | Buy |
22,447
+350
| +2% | +$35.3K | 0.95% | 31 |
|
|
2022
Q4 | $1.92M | Sell |
22,097
-1,010
| -4% | -$96.6K | 0.86% | 38 |
|
|
2022
Q3 | $2.18M | Sell |
23,107
-1,617
| -7% | -$173K | 1.05% | 30 |
|
|
2022
Q2 | $2.24M | Sell |
24,724
-603
| -2% | -$66.9K | 1% | 32 |
|
|
2022
Q1 | $3.47M | Buy |
25,327
+1,575
| +7% | +$228K | 1.33% | 21 |
|
|
2021
Q4 | $3.68M | Sell |
23,752
-1,020
| -4% | -$165K | 1.36% | 22 |
|
|
2021
Q3 | $4.19M | Buy |
24,772
+3,404
| +16% | +$607K | 1.7% | 13 |
|
|
2021
Q2 | $3.76M | Sell |
21,368
-167
| -0.8% | -$30K | 1.54% | 18 |
|
|
2021
Q1 | $3.97M | Buy |
21,535
+1,542
| +8% | +$284K | 1.7% | 15 |
|
|
2020
Q4 | $3.62M | Sell |
19,993
-3,066
| -13% | -$440K | 1.75% | 13 |
|
|
2020
Q3 | $2.86M | Sell |
23,059
-584
| -2% | -$73K | 1.43% | 21 |
|
|
2020
Q2 | $2.64M | Buy |
23,643
+652
| +3% | +$72K | 1.46% | 21 |
|
|
2020
Q1 | $2.22M | Buy |
22,991
+720
| +3% | +$91K | 1.53% | 20 |
|
|
2019
Q4 | $3.22M | Buy |
22,271
+175
| +0.8% | +$24.4K | 1.74% | 20 |
|
|
2019
Q3 | $2.88M | Buy |
22,096
+500
| +2% | +$69.1K | 1.65% | 21 |
|
|
2019
Q2 | $3.02M | Sell |
21,596
-100
| -0.5% | -$13.3K | 1.77% | 19 |
|
|
2019
Q1 | $2.41M | Buy |
21,696
+1,338
| +7% | +$150K | 1.5% | 21 |
|
|
2018
Q4 | $2.23M | Buy |
20,358
+700
| +4% | +$79.6K | 1.62% | 20 |
|
|
2018
Q3 | $2.3M | Sell |
19,658
-325
| -2% | -$36.2K | 1.58% | 21 |
|
|
2018
Q2 | $2.09M | Buy |
19,983
+193
| +1% | +$19.7K | 1.57% | 20 |
|
|
2018
Q1 | $1.95M | Buy |
19,790
+3,890
| +24% | +$413K | 1.55% | 21 |
|
|
2017
Q4 | $1.71M | Sell |
15,900
-10
| -0.1% | -$1.03K | 1.3% | 25 |
|
|
2017
Q3 | $1.57M | Sell |
15,910
-50
| -0.3% | -$5.14K | 1.28% | 25 |
|
|
2017
Q2 | $1.7M | Sell |
15,960
-100
| -0.6% | -$10.9K | 1.44% | 22 |
|
|
2017
Q1 | $1.82M | Buy |
16,060
+1,448
| +10% | +$159K | 1.57% | 18 |
|
|
2016
Q4 | $1.41M | Sell |
14,612
-1,636
| -10% | -$160K | 1.16% | 25 |
|
|
2016
Q3 | $1.51M | Buy |
16,248
+2,636
| +19% | +$252K | 1.26% | 23 |
|
|
2016
Q2 | $1.33M | Buy |
13,612
+175
| +1% | +$17.5K | 1.17% | 25 |
|
|
2016
Q1 | $1.33M | Buy |
13,437
+700
| +5% | +$67.6K | 1.21% | 23 |
|
|
2015
Q4 | $1.34M | Buy |
+12,737
| New | +$1.42M | 1.24% | 21 |
|
Other funds holding DIS
TFM
Physicians Financial Services's DIS Position: Q3 2023 in Review
Physicians Financial Services sold out of Walt Disney (DIS) in Q3 2023, closing a stake of 22,156 shares — an estimated $1.98M sold.
Physicians Financial Services first reported a position in DIS in Q4 2015 and held it in 31 quarters. The position peaked at $4.19M in Q3 2021. 2,824 funds tracked by Wall St. Rank hold DIS as of Q3 2023.
- Physicians Financial Services reported no remaining Walt Disney position as of Q3 2023 after selling out during the quarter.
- Physicians Financial Services sold 22,156 Walt Disney shares in Q3 2023, an estimated $1.98M.
- Physicians Financial Services first reported a position in Walt Disney in Q4 2015 and held it in 31 quarters.
- Physicians Financial Services's Walt Disney position peaked at $4.19M in Q3 2021.
- 2,824 funds tracked by Wall St. Rank held Walt Disney as of Q3 2023.
Based on Physicians Financial Services's 13F filing for Q3 2023, filed 31 Oct 2023.