LKCM Balanced Fund DIS Holdings History

Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$-369,649.00
% of Total Estimate Gain
-20.73%

LKCM Balanced Fund's The Walt Disney Co Holding Summary

As of 2025-03-31, LKCM Funds held - shares of The Walt Disney Co(DIS), totaling N/A. This investment constitutes 0% of their stock portfolio, and LKCM Funds now holds 0% of the outstanding The Walt Disney Co(DIS) stock.

The initial trade took place in 2020Q1. And since then LKCM Balanced Fund has made 4 purchases of DIS, at an average price of $130.18, for a total of 13,700.00 shares. In addition, there have been 5 sales at an average price of $103.19 for 13,700.00 shares. Based on historical transaction data and DIS's current price of $121.06, LKCM Balanced Fund's estimated gain on his DIS holdings is $-369,649.00, reflecting a -20.73% gain to date.

LKCM Balanced Fund DIS ($121.06) Holding Chart

LKCM Balanced Fund DIS ($121.06) 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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