CFC Planning Co LLC DIS Holdings History
Number of Shares
43,772.00
Current Holdings Value*
$4.32 Mil
% of Portfolio
4.73%
Total Estimate Gain
$635,876.50
% of Total Estimate Gain
13.78%
CFC Planning Co LLC's The Walt Disney Co Holding Summary
As of 2025-03-31, CFC Planning Co LLC held 43,772.00 shares of The Walt Disney Co(DIS), totaling $4.32 Mil. This investment constitutes 4.73% of their stock portfolio, and CFC Planning Co LLC now holds 0% of the outstanding The Walt Disney Co(DIS) stock.
The initial trade took place in 2024Q4. And since then CFC Planning Co LLC has made 1 purchases of DIS, at an average price of $105.44, for a total of 43,772.00 shares. Based on historical transaction data and DIS's current price of $119.97, CFC Planning Co LLC's estimated gain on his DIS holdings is $635,876.50, reflecting a 13.78% gain to date.
CFC Planning Co LLC DIS ($119.97) Holding Chart
CFC Planning Co LLC DIS ($119.97) 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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