TAX-MANAGED GROWTH PORTFOLIO DIS Holdings History
TAX-MANAGED GROWTH PORTFOLIO's The Walt Disney Co Holding Summary
As of 2025-03-31, TAX-MANAGED GROWTH PORTFOLIO held 534,448.00 shares of The Walt Disney Co(DIS), totaling $52.75 Mil. This investment constitutes 0.93% of their stock portfolio, and TAX-MANAGED GROWTH PORTFOLIO now holds 0.03% of the outstanding The Walt Disney Co(DIS) stock.
The initial trade took place in 2019Q3. And since then TAX-MANAGED GROWTH PORTFOLIO has made 8 purchases of DIS, at an average price of $141.14, for a total of 3.60 Mil shares. In addition, there have been 5 sales at an average price of $100.89 for 3.07 Mil shares. Based on historical transaction data and DIS's current price of $122.34, TAX-MANAGED GROWTH PORTFOLIO's estimated gain on his DIS holdings is $-133.56 Mil, reflecting a -26.26% gain to date.
TAX-MANAGED GROWTH PORTFOLIO DIS ($122.34) Holding Chart
TAX-MANAGED GROWTH PORTFOLIO DIS ($122.34) 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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