PWAG
Polaris Wealth Advisory Group’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $368K | Sell |
4,543
-4,812
| -51% | -$390K | 0.03% | 140 |
|
|
2023
Q2 | $835K | Buy |
9,355
+4,694
| +101% | +$419K | 0.06% | 118 |
|
|
2023
Q1 | $467K | Buy |
4,661
+150
| +3% | +$15K | 0.03% | 135 |
|
|
2022
Q4 | $435K | Buy |
4,511
+100
| +2% | +$9.63K | 0.03% | 138 |
|
|
2022
Q3 | $420K | Sell |
4,411
-666
| -13% | -$63.4K | 0.03% | 124 |
|
|
2022
Q2 | $479K | Sell |
5,077
-63,913
| -93% | -$6.03M | 0.04% | 103 |
|
|
2022
Q1 | $9.1M | Sell |
68,990
-58,428
| -46% | -$7.71M | 0.61% | 52 |
|
|
2021
Q4 | $19.7M | Sell |
127,418
-54,141
| -30% | -$8.39M | 1.13% | 36 |
|
|
2021
Q3 | $32.3M | Buy |
181,559
+175,625
| +2,960% | +$31.2M | 1.93% | 14 |
|
|
2021
Q2 | $1.05M | Buy |
5,934
+180
| +3% | +$31.9K | 0.06% | 96 |
|
|
2021
Q1 | $1.08M | Buy |
5,754
+329
| +6% | +$61.8K | 0.07% | 95 |
|
|
2020
Q4 | $969K | Sell |
5,425
-25
| -0.5% | -$4.47K | 0.07% | 104 |
|
|
2020
Q3 | $672K | Sell |
5,450
-1,811
| -25% | -$223K | 0.06% | 104 |
|
|
2020
Q2 | $821K | Sell |
7,261
-4,791
| -40% | -$542K | 0.06% | 93 |
|
|
2020
Q1 | $1.16M | Sell |
12,052
-156,465
| -93% | -$15.1M | 0.13% | 71 |
|
|
2019
Q4 | $24.5M | Buy |
168,517
+14,339
| +9% | +$2.08M | 1.63% | 27 |
|
|
2019
Q3 | $19.9M | Buy |
154,178
+4,138
| +3% | +$534K | 1.63% | 31 |
|
|
2019
Q2 | $21.3M | Sell |
150,040
-27,390
| -15% | -$3.88M | 1.61% | 33 |
|
|
2019
Q1 | $20M | Sell |
177,430
-8,380
| -5% | -$943K | 1.5% | 33 |
|
|
2018
Q4 | $20.4M | Sell |
185,810
-5,620
| -3% | -$616K | 1.92% | 25 |
|
|
2018
Q3 | $22.4M | Buy |
191,430
+191,330
| +191,330% | +$22.4M | 1.54% | 31 |
|
|
2018
Q2 | $10K | Sell |
100
-4,637
| -98% | -$464K | ﹤0.01% | 202 |
|
|
2018
Q1 | $476K | Sell |
4,737
-487
| -9% | -$48.9K | 0.04% | 104 |
|
|
2017
Q4 | $562K | Buy |
5,224
+1,917
| +58% | +$206K | 0.05% | 100 |
|
|
2017
Q3 | $326K | Sell |
3,307
-41
| -1% | -$4.04K | 0.03% | 116 |
|
|
2017
Q2 | $356K | Sell |
3,348
-175,002
| -98% | -$18.6M | 0.04% | 102 |
|
|
2017
Q1 | $20.2M | Buy |
178,350
+3,807
| +2% | +$432K | 2.21% | 13 |
|
|
2016
Q4 | $18.2M | Buy |
174,543
+300
| +0.2% | +$31.3K | 2.11% | 15 |
|
|
2016
Q3 | $16.2M | Buy |
174,243
+12,256
| +8% | +$1.14M | 1.93% | 23 |
|
|
2016
Q2 | $15.8M | Buy |
161,987
+25,815
| +19% | +$2.53M | 2.46% | 14 |
|
|
2016
Q1 | $13.5M | Buy |
136,172
+132,735
| +3,862% | +$13.2M | 2.11% | 20 |
|
|
2015
Q4 | $361K | Buy |
+3,437
| New | +$361K | 0.06% | 112 |
|
|
2013
Q3 | – | Sell |
-604
| Closed | -$38.1K | – | 144 |
|
|
2013
Q2 | $38.1K | Buy |
+604
| New | +$38.1K | 0.02% | 86 |
|