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 |
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|
2023
Q2 | $835K | Buy |
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|
2023
Q1 | $467K | Buy |
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|
2022
Q4 | $435K | Buy |
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|
2022
Q3 | $420K | Sell |
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|
2022
Q2 | $479K | Sell |
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|
2022
Q1 | $9.1M | Sell |
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|
2021
Q4 | $19.7M | Sell |
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|
2021
Q3 | $32.3M | Buy |
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|
2021
Q2 | $1.05M | Buy |
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|
2021
Q1 | $1.08M | Buy |
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|
2020
Q4 | $969K | Sell |
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|
2020
Q3 | $672K | Sell |
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|
2020
Q2 | $821K | Sell |
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|
2020
Q1 | $1.16M | Sell |
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|
2019
Q4 | $24.5M | Buy |
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|
2019
Q3 | $19.9M | Buy |
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|
2019
Q2 | $21.3M | Sell |
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|
2019
Q1 | $20M | Sell |
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|
2018
Q4 | $20.4M | Sell |
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|
2018
Q3 | $22.4M | Buy |
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|
2018
Q2 | $10K | Sell |
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|
2018
Q1 | $476K | Sell |
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|
2017
Q4 | $562K | Buy |
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|
2017
Q3 | $326K | Sell |
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|
2017
Q2 | $356K | Sell |
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|
2017
Q1 | $20.2M | Buy |
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|
2016
Q4 | $18.2M | Buy |
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|
2016
Q3 | $16.2M | Buy |
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|
2016
Q2 | $15.8M | Buy |
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|
2016
Q1 | $13.5M | Buy |
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|
2015
Q4 | $361K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $38.1K | Buy |
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