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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