Number of Shares
37,700.00
Current Holdings Value*
$3.72 Mil
% of Portfolio
3.18%
Total Estimate Gain
$1.50 Mil
% of Total Estimate Gain
40.39%

Clifford Capital Partners Fund's The Walt Disney Co Holding Summary

As of 2025-03-31, World Funds Trust held 37,700.00 shares of The Walt Disney Co(DIS), totaling $3.72 Mil. This investment constitutes 3.18% of their stock portfolio, and World Funds Trust now holds 0% of the outstanding The Walt Disney Co(DIS) stock.

The initial trade took place in 2023Q3. And since then Clifford Capital Partners Fund has made 4 purchases of DIS, at an average price of $86.57, for a total of 42,900.00 shares. In addition, there have been 3 sales at an average price of $103.68 for 5,200.00 shares. Based on historical transaction data and DIS's current price of $124.00, Clifford Capital Partners Fund's estimated gain on his DIS holdings is $1.50 Mil, reflecting a 40.39% gain to date.

Clifford Capital Partners Fund DIS ($124.00) Holding Chart

Clifford Capital Partners Fund DIS ($124.00) 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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