CJM Wealth Advisers, Ltd. DIS Holdings History
CJM Wealth Advisers, Ltd.'s The Walt Disney Co Holding Summary
As of 2025-06-30, CJM Wealth Advisers, Ltd. held 1,977.00 shares of The Walt Disney Co(DIS), totaling $245,200.00. This investment constitutes 0.08% of their stock portfolio, and CJM Wealth Advisers, Ltd. now holds 0% of the outstanding The Walt Disney Co(DIS) stock.
The initial trade took place in 2021Q4. And since then CJM Wealth Advisers, Ltd. has made 5 purchases of DIS, at an average price of $120.45, for a total of 9,686.00 shares. In addition, there have been 8 sales at an average price of $100.15 for 7,709.00 shares. Based on historical transaction data and DIS's current price of $121.42, CJM Wealth Advisers, Ltd.'s estimated gain on his DIS holdings is $-154,571.55, reflecting a -13.25% gain to date.
CJM Wealth Advisers, Ltd. DIS ($121.42) Holding Chart
CJM Wealth Advisers, Ltd. DIS ($121.42) 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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