Polaris Wealth Advisory Group’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 | $368K | Sell |
4,543
-4,812
| -51% | -$411K | 0.03% | 140 |
|
|
2023
Q2 | $835K | Buy |
9,355
+4,694
| +101% | +$445K | 0.06% | 118 |
|
|
2023
Q1 | $467K | Buy |
4,661
+150
| +3% | +$15.1K | 0.03% | 135 |
|
|
2022
Q4 | $435K | Buy |
4,511
+100
| +2% | +$9.56K | 0.03% | 138 |
|
|
2022
Q3 | $420K | Sell |
4,411
-666
| -13% | -$71.3K | 0.03% | 124 |
|
|
2022
Q2 | $479K | Sell |
5,077
-63,913
| -93% | -$7.09M | 0.04% | 103 |
|
|
2022
Q1 | $9.1M | Sell |
68,990
-58,428
| -46% | -$8.45M | 0.61% | 52 |
|
|
2021
Q4 | $19.7M | Sell |
127,418
-54,141
| -30% | -$8.74M | 1.13% | 36 |
|
|
2021
Q3 | $32.3M | Buy |
181,559
+175,625
| +2,960% | +$31.3M | 1.93% | 14 |
|
|
2021
Q2 | $1.05M | Buy |
5,934
+180
| +3% | +$32.4K | 0.06% | 96 |
|
|
2021
Q1 | $1.08M | Buy |
5,754
+329
| +6% | +$60.7K | 0.07% | 95 |
|
|
2020
Q4 | $969K | Sell |
5,425
-25
| -0.5% | -$3.59K | 0.07% | 104 |
|
|
2020
Q3 | $672K | Sell |
5,450
-1,811
| -25% | -$226K | 0.06% | 104 |
|
|
2020
Q2 | $821K | Sell |
7,261
-4,791
| -40% | -$529K | 0.06% | 93 |
|
|
2020
Q1 | $1.16M | Sell |
12,052
-156,465
| -93% | -$19.8M | 0.13% | 71 |
|
|
2019
Q4 | $24.5M | Buy |
168,517
+14,339
| +9% | +$2M | 1.63% | 27 |
|
|
2019
Q3 | $19.9M | Buy |
154,178
+4,138
| +3% | +$572K | 1.63% | 31 |
|
|
2019
Q2 | $21.3M | Sell |
150,040
-27,390
| -15% | -$3.63M | 1.61% | 33 |
|
|
2019
Q1 | $20M | Sell |
177,430
-8,380
| -5% | -$937K | 1.5% | 33 |
|
|
2018
Q4 | $20.4M | Sell |
185,810
-5,620
| -3% | -$639K | 1.92% | 25 |
|
|
2018
Q3 | $22.4M | Buy |
191,430
+191,330
| +191,330% | +$21.3M | 1.54% | 31 |
|
|
2018
Q2 | $10K | Sell |
100
-4,637
| -98% | -$474K | ﹤0.01% | 202 |
|
|
2018
Q1 | $476K | Sell |
4,737
-487
| -9% | -$51.7K | 0.04% | 104 |
|
|
2017
Q4 | $562K | Buy |
5,224
+1,917
| +58% | +$197K | 0.05% | 100 |
|
|
2017
Q3 | $326K | Sell |
3,307
-41
| -1% | -$4.22K | 0.03% | 116 |
|
|
2017
Q2 | $356K | Sell |
3,348
-175,002
| -98% | -$19.2M | 0.04% | 102 |
|
|
2017
Q1 | $20.2M | Buy |
178,350
+3,807
| +2% | +$419K | 2.21% | 13 |
|
|
2016
Q4 | $18.2M | Buy |
174,543
+300
| +0.2% | +$29.3K | 2.11% | 15 |
|
|
2016
Q3 | $16.2M | Buy |
174,243
+12,256
| +8% | +$1.17M | 1.93% | 23 |
|
|
2016
Q2 | $15.8M | Buy |
161,987
+25,815
| +19% | +$2.58M | 2.46% | 14 |
|
|
2016
Q1 | $13.5M | Buy |
136,172
+132,735
| +3,862% | +$12.8M | 2.11% | 20 |
|
|
2015
Q4 | $361K | Buy |
+3,437
| New | +$383K | 0.06% | 112 |
|
|
2013
Q3 | – | Sell |
-604
| Closed | -$38.1K | – | 144 |
|
|
2013
Q2 | $38.1K | Buy |
+604
| New | +$38.2K | 0.02% | 86 |
|
Other funds holding DIS
TFM
Polaris Wealth Advisory Group's DIS Position: Q3 2023 in Review
Polaris Wealth Advisory Group reduced its Walt Disney (DIS) stake by 51% in Q3 2023, selling an estimated $411K and leaving 4,543 shares worth $368K. The position accounts for 0.03% of the portfolio, ranked #140.
Polaris Wealth Advisory Group first reported a position in DIS in Q2 2013 and has held it in 33 quarters since. The position peaked at $32.3M in Q3 2021. 2,825 funds tracked by Wall St. Rank hold DIS as of Q3 2023.
- Polaris Wealth Advisory Group held 4,543 shares of Walt Disney worth $368K as of Q3 2023.
- Polaris Wealth Advisory Group sold 4,812 Walt Disney shares in Q3 2023, an estimated $411K.
- Walt Disney made up 0.03% of Polaris Wealth Advisory Group's portfolio in Q3 2023, its #140 holding.
- Polaris Wealth Advisory Group first reported a position in Walt Disney in Q2 2013 and has held it in 33 quarters since.
- Polaris Wealth Advisory Group's Walt Disney position peaked at $32.3M in Q3 2021.
- 2,825 funds tracked by Wall St. Rank held Walt Disney as of Q3 2023.
Based on Polaris Wealth Advisory Group's 13F filing for Q3 2023, filed 11 Oct 2023.