Number of Shares
16,113.00
Current Holdings Value*
$1.59 Mil
% of Portfolio
0.06%
Total Estimate Gain
$-7.06 Mil
% of Total Estimate Gain
-28.95%

JOURNEY STRATEGIC WEALTH LLC's The Walt Disney Co Holding Summary

As of 2025-03-31, JOURNEY STRATEGIC WEALTH LLC held 16,113.00 shares of The Walt Disney Co(DIS), totaling $1.59 Mil. This investment constitutes 0.06% of their stock portfolio, and JOURNEY STRATEGIC WEALTH LLC now holds 0% of the outstanding The Walt Disney Co(DIS) stock.

The initial trade took place in 2021Q4. And since then JOURNEY STRATEGIC WEALTH LLC has made 10 purchases of DIS, at an average price of $155.15, for a total of 157,275.00 shares. In addition, there have been 3 sales at an average price of $108.95 for 141,162.00 shares. Based on historical transaction data and DIS's current price of $121.46, JOURNEY STRATEGIC WEALTH LLC's estimated gain on his DIS holdings is $-7.06 Mil, reflecting a -28.95% gain to date.

JOURNEY STRATEGIC WEALTH LLC DIS ($121.46) Holding Chart

JOURNEY STRATEGIC WEALTH LLC DIS ($121.46) 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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