Joule Financial, LLC DIS Holdings History

Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$-1,236.70
% of Total Estimate Gain
-0.04%

Joule Financial, LLC's The Walt Disney Co Holding Summary

As of 2025-06-30, Joule Financial, LLC held - shares of The Walt Disney Co(DIS), totaling N/A. This investment constitutes 0% of their stock portfolio, and Joule Financial, LLC now holds 0% of the outstanding The Walt Disney Co(DIS) stock.

The initial trade took place in 2022Q4. And since then Joule Financial, LLC has made 8 purchases of DIS, at an average price of $97.67, for a total of 29,092.00 shares. In addition, there have been 3 sales at an average price of $97.63 for 29,092.00 shares. Based on historical transaction data and DIS's current price of $122.93, Joule Financial, LLC's estimated gain on his DIS holdings is $-1,236.70, reflecting a -0.04% gain to date.

Joule Financial, LLC DIS ($122.93) Holding Chart

Joule Financial, LLC DIS ($122.93) 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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