Number of Shares
3,628.00
Current Holdings Value*
$327,540.00
% of Portfolio
0.04%
Total Estimate Gain
$1.95 Mil
% of Total Estimate Gain
21.86%

BARLOW WEALTH PARTNERS, INC.'s The Walt Disney Co Holding Summary

As of 2025-03-31, BARLOW WEALTH PARTNERS, INC. held 3,628.00 shares of The Walt Disney Co(DIS), totaling $327,540.00. This investment constitutes 0.04% of their stock portfolio, and BARLOW WEALTH PARTNERS, INC. now holds 0% of the outstanding The Walt Disney Co(DIS) stock.

The initial trade took place in 2023Q4. And since then BARLOW WEALTH PARTNERS, INC. has made 4 purchases of DIS, at an average price of $88.59, for a total of 100,666.00 shares. In addition, there have been 1 sales at an average price of $107.47 for 97,038.00 shares. Based on historical transaction data and DIS's current price of $121.06, BARLOW WEALTH PARTNERS, INC.'s estimated gain on his DIS holdings is $1.95 Mil, reflecting a 21.86% gain to date.

BARLOW WEALTH PARTNERS, INC. DIS ($121.06) Holding Chart

BARLOW WEALTH PARTNERS, INC. DIS ($121.06) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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