Nelson Capital Management, LLC DIS Holdings History
Nelson Capital Management, LLC's The Walt Disney Co Holding Summary
As of 2025-03-31, Nelson Capital Management, LLC held 31,109.00 shares of The Walt Disney Co(DIS), totaling $3.07 Mil. This investment constitutes 0.53% of their stock portfolio, and Nelson Capital Management, LLC now holds 0% of the outstanding The Walt Disney Co(DIS) stock.
The initial trade took place in 2014Q1. And since then Nelson Capital Management, LLC has made 19 purchases of DIS, at an average price of $95.28, for a total of 152,671.00 shares. In addition, there have been 17 sales at an average price of $120.60 for 121,562.00 shares. Based on historical transaction data and DIS's current price of $121.65, Nelson Capital Management, LLC's estimated gain on his DIS holdings is $3.90 Mil, reflecting a 26.80% gain to date.
Nelson Capital Management, LLC DIS ($121.65) Holding Chart
Nelson Capital Management, LLC DIS ($121.65) 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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