Beta Wealth Group, Inc. DIS Holdings History
Beta Wealth Group, Inc.'s The Walt Disney Co Holding Summary
As of 2025-03-31, Beta Wealth Group, Inc. held 7,297.00 shares of The Walt Disney Co(DIS), totaling $720,290.00. This investment constitutes 0.26% of their stock portfolio, and Beta Wealth Group, Inc. now holds 0% of the outstanding The Walt Disney Co(DIS) stock.
The initial trade took place in 2020Q4. And since then Beta Wealth Group, Inc. has made 11 purchases of DIS, at an average price of $126.58, for a total of 64,598.00 shares. In addition, there have been 6 sales at an average price of $109.54 for 57,301.00 shares. Based on historical transaction data and DIS's current price of $119.87, Beta Wealth Group, Inc.'s estimated gain on his DIS holdings is $-1.03 Mil, reflecting a -12.54% gain to date.
Beta Wealth Group, Inc. DIS ($119.87) Holding Chart
Beta Wealth Group, Inc. DIS ($119.87) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
