Key Financial Inc DIS Holdings History

Number of Shares
9,728.00
Current Holdings Value*
$960,190.00
% of Portfolio
0.21%
Total Estimate Gain
$-3.44 Mil
% of Total Estimate Gain
-16.58%

Key Financial Inc's The Walt Disney Co Holding Summary

As of 2025-03-31, Key Financial Inc held 9,728.00 shares of The Walt Disney Co(DIS), totaling $960,190.00. This investment constitutes 0.21% of their stock portfolio, and Key Financial Inc now holds 0% of the outstanding The Walt Disney Co(DIS) stock.

The initial trade took place in 2019Q4. And since then Key Financial Inc has made 5 purchases of DIS, at an average price of $139.91, for a total of 148,172.00 shares. In addition, there have been 15 sales at an average price of $116.43 for 138,444.00 shares. Based on historical transaction data and DIS's current price of $120.61, Key Financial Inc's estimated gain on his DIS holdings is $-3.44 Mil, reflecting a -16.58% gain to date.

Key Financial Inc DIS ($120.61) Holding Chart

Key Financial Inc DIS ($120.61) 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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