Number of Shares
5,991.00
Current Holdings Value*
$591,330.00
% of Portfolio
0.46%
Total Estimate Gain
$96,166.95
% of Total Estimate Gain
11.21%

Foundation Wealth Management, LLC's The Walt Disney Co Holding Summary

As of 2025-03-31, Foundation Wealth Management, LLC held 5,991.00 shares of The Walt Disney Co(DIS), totaling $591,330.00. This investment constitutes 0.46% of their stock portfolio, and Foundation Wealth Management, LLC now holds 0% of the outstanding The Walt Disney Co(DIS) stock.

The initial trade took place in 2022Q4. And since then Foundation Wealth Management, LLC has made 2 purchases of DIS, at an average price of $102.98, for a total of 8,331.00 shares. In addition, there have been 1 sales at an average price of $100.82 for 2,340.00 shares. Based on historical transaction data and DIS's current price of $119.87, Foundation Wealth Management, LLC's estimated gain on his DIS holdings is $96,166.95, reflecting a 11.21% gain to date.

Foundation Wealth Management, LLC DIS ($119.87) Holding Chart

Foundation Wealth Management, LLC DIS ($119.87) 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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