FMA Wealth Management, LLC DIS Holdings History
FMA Wealth Management, LLC's The Walt Disney Co Holding Summary
As of 2025-06-30, FMA Wealth Management, LLC held 2,200.00 shares of The Walt Disney Co(DIS), totaling $272,820.00. This investment constitutes 0.2% of their stock portfolio, and FMA Wealth Management, LLC now holds 0% of the outstanding The Walt Disney Co(DIS) stock.
The initial trade took place in 2024Q1. And since then FMA Wealth Management, LLC has made 2 purchases of DIS, at an average price of $104.14, for a total of 4,400.00 shares. In addition, there have been 1 sales at an average price of $107.47 for 2,200.00 shares. Based on historical transaction data and DIS's current price of $121.42, FMA Wealth Management, LLC's estimated gain on his DIS holdings is $45,364.00, reflecting a 9.90% gain to date.
FMA Wealth Management, LLC DIS ($121.42) Holding Chart
FMA Wealth Management, LLC 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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