A detailed history of Polaris Wealth Advisory Group, LLC transactions in Walt Disney CO stock. As of the latest transaction made, Polaris Wealth Advisory Group, LLC holds 4,543 shares of DIS stock, worth $525,397. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,543
Previous 9,355 51.44%
Holding current value
$525,397
Previous $835,000 55.93%
% of portfolio
0.03%
Previous 0.06%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 11, 2023

SELL
$79.9 - $91.76 $384,478 - $441,549
-4,812 Reduced 51.44%
4,543 $368,000
Q2 2023

Aug 07, 2023

BUY
$87.82 - $102.97 $412,227 - $483,341
4,694 Added 100.71%
9,355 $835,000
Q1 2023

May 03, 2023

BUY
$88.99 - $113.21 $13,348 - $16,981
150 Added 3.33%
4,661 $466,000
Q4 2022

Jan 19, 2023

BUY
$84.16 - $106.54 $8,416 - $10,654
100 Added 2.27%
4,511 $0
Q3 2022

Oct 12, 2022

SELL
$91.84 - $124.96 $61,165 - $83,223
-666 Reduced 13.12%
4,411 $420,000
Q2 2022

Jul 12, 2022

SELL
$93.29 - $138.58 $5.96 Million - $8.86 Million
-63,913 Reduced 92.64%
5,077 $479,000
Q1 2022

Apr 19, 2022

SELL
$129.03 - $157.89 $7.54 Million - $9.23 Million
-58,428 Reduced 45.86%
68,990 $9.1 Million
Q4 2021

Jan 26, 2022

SELL
$142.15 - $177.71 $7.7 Million - $9.62 Million
-54,141 Reduced 29.82%
127,418 $19.7 Million
Q3 2021

Oct 18, 2021

BUY
$169.17 - $185.91 $29.7 Million - $32.7 Million
175,625 Added 2959.64%
181,559 $32.3 Million
Q2 2021

Jul 23, 2021

BUY
$169.27 - $189.73 $30,468 - $34,151
180 Added 3.13%
5,934 $1.05 Million
Q1 2021

Apr 19, 2021

BUY
$163.03 - $201.91 $53,636 - $66,428
329 Added 6.06%
5,754 $1.08 Million
Q4 2020

Jan 25, 2021

SELL
$118.47 - $181.18 $2,961 - $4,529
-25 Reduced 0.46%
5,425 $969,000
Q3 2020

Oct 15, 2020

SELL
$112.18 - $135.54 $203,157 - $245,462
-1,811 Reduced 24.94%
5,450 $672,000
Q2 2020

Jul 13, 2020

SELL
$93.88 - $127.28 $449,779 - $609,798
-4,791 Reduced 39.75%
7,261 $821,000
Q1 2020

Apr 09, 2020

SELL
$85.76 - $148.2 $13.4 Million - $23.2 Million
-156,465 Reduced 92.85%
12,052 $1.16 Million
Q4 2019

Jan 29, 2020

BUY
$128.15 - $151.64 $1.84 Million - $2.17 Million
14,339 Added 9.3%
168,517 $24.5 Million
Q3 2019

Oct 09, 2019

BUY
$129.96 - $146.39 $537,774 - $605,761
4,138 Added 2.76%
154,178 $19.9 Million
Q2 2019

Jul 25, 2019

SELL
$111.96 - $142.02 $3.07 Million - $3.89 Million
-27,390 Reduced 15.44%
150,040 $21.3 Million
Q1 2019

Apr 09, 2019

SELL
$106.33 - $115.25 $891,045 - $965,795
-8,380 Reduced 4.51%
177,430 $20 Million
Q4 2018

Jan 17, 2019

SELL
$100.35 - $118.9 $563,967 - $668,218
-5,620 Reduced 2.94%
185,810 $20.4 Million
Q3 2018

Oct 19, 2018

BUY
$104.04 - $116.94 $19.9 Million - $22.4 Million
191,330 Added 191330.0%
191,430 $22.4 Million
Q2 2018

Jul 09, 2018

SELL
$98.66 - $108.85 $457,486 - $504,737
-4,637 Reduced 97.89%
100 $10,000
Q1 2018

Apr 09, 2018

SELL
$98.54 - $112.47 $47,988 - $54,772
-487 Reduced 9.32%
4,737 $476,000
Q4 2017

Feb 13, 2018

BUY
$96.93 - $111.81 $185,814 - $214,339
1,917 Added 57.97%
5,224 $562,000
Q3 2017

Nov 01, 2017

SELL
$97.06 - $110.61 $3,979 - $4,535
-41 Reduced 1.22%
3,307 $326,000
Q2 2017

Aug 09, 2017

BUY
N/A
3,348
3,348 $356,000

Others Institutions Holding DIS

About Walt Disney Co


  • Ticker DIS
  • Exchange NYSE
  • Sector Communication Services
  • Industry Entertainment
  • Shares Outstandng 1,823,059,968
  • Market Cap $211B
  • Description
  • The Walt Disney Company, together with its subsidiaries, operates as an entertainment company worldwide. It operates through two segments, Disney Media and Entertainment Distribution; and Disney Parks, Experiences and Products. The company engages in the film and episodic television content production and distribution activities, as well as oper...
More about DIS
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