CROWLEY WEALTH MANAGEMENT, INC. DIS Holdings History
Number of Shares
29,884.00
Current Holdings Value*
$3.71 Mil
% of Portfolio
3.37%
Total Estimate Gain
$486,973.65
% of Total Estimate Gain
14.15%
CROWLEY WEALTH MANAGEMENT, INC.'s The Walt Disney Co Holding Summary
As of 2025-06-30, CROWLEY WEALTH MANAGEMENT, INC. held 29,884.00 shares of The Walt Disney Co(DIS), totaling $3.71 Mil. This investment constitutes 3.37% of their stock portfolio, and CROWLEY WEALTH MANAGEMENT, INC. now holds 0% of the outstanding The Walt Disney Co(DIS) stock.
The initial trade took place in 2024Q4. In addition, there have been 2 sales at an average price of $106.23 for 2,835.00 shares. Based on historical transaction data and DIS's current price of $121.42, CROWLEY WEALTH MANAGEMENT, INC.'s estimated gain on his DIS holdings is $486,973.65, reflecting a 14.15% gain to date.
CROWLEY WEALTH MANAGEMENT, INC. DIS ($121.42) Holding Chart
CROWLEY WEALTH MANAGEMENT, INC. 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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