Number of Shares
29,736.00
Current Holdings Value*
$3.69 Mil
% of Portfolio
1.8%
Total Estimate Gain
$312,940.23
% of Total Estimate Gain
4.69%

Northstar Advisory Group, LLC's The Walt Disney Co Holding Summary

As of 2025-06-30, Northstar Advisory Group, LLC held 29,736.00 shares of The Walt Disney Co(DIS), totaling $3.69 Mil. This investment constitutes 1.8% of their stock portfolio, and Northstar Advisory Group, LLC now holds 0% of the outstanding The Walt Disney Co(DIS) stock.

The initial trade took place in 2021Q1. And since then Northstar Advisory Group, LLC has made 4 purchases of DIS, at an average price of $125.83, for a total of 53,000.00 shares. In addition, there have been 3 sales at an average price of $145.14 for 23,264.00 shares. Based on historical transaction data and DIS's current price of $121.25, Northstar Advisory Group, LLC's estimated gain on his DIS holdings is $312,940.23, reflecting a 4.69% gain to date.

Northstar Advisory Group, LLC DIS ($121.25) Holding Chart

Northstar Advisory Group, LLC DIS ($121.25) 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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