LAM
Lebenthal Asset Management’s Walt Disney DIS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q1 | $4.27M | Sell |
37,659
-918
| -2% | -$104K | 0.53% | 52 |
|
2016
Q4 | $4.02M | Buy |
38,577
+460
| +1% | +$47.9K | 0.52% | 53 |
|
2016
Q3 | $3.54M | Buy |
38,117
+4,423
| +13% | +$411K | 0.46% | 60 |
|
2016
Q2 | $3.3M | Buy |
+33,694
| New | +$3.3M | 0.43% | 68 |
|