Number of Shares
72,606.00
Current Holdings Value*
$7.17 Mil
% of Portfolio
0.57%
Total Estimate Gain
$450,383.12
% of Total Estimate Gain
3.60%

INVICTUS PRIVATE WEALTH, LLC's The Walt Disney Co Holding Summary

As of 2025-03-31, INVICTUS PRIVATE WEALTH, LLC held 72,606.00 shares of The Walt Disney Co(DIS), totaling $7.17 Mil. This investment constitutes 0.57% of their stock portfolio, and INVICTUS PRIVATE WEALTH, LLC now holds 0% of the outstanding The Walt Disney Co(DIS) stock.

The initial trade took place in 2023Q1. And since then INVICTUS PRIVATE WEALTH, LLC has made 3 purchases of DIS, at an average price of $102.23, for a total of 122,228.00 shares. In addition, there have been 6 sales at an average price of $85.49 for 49,622.00 shares. Based on historical transaction data and DIS's current price of $119.87, INVICTUS PRIVATE WEALTH, LLC's estimated gain on his DIS holdings is $450,383.12, reflecting a 3.60% gain to date.

INVICTUS PRIVATE WEALTH, LLC DIS ($119.87) Holding Chart

INVICTUS PRIVATE WEALTH, 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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