LPAM
Lodestar Private Asset Management’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $450K | Buy |
3,632
+446
| +14% | +$55.3K | 0.05% | 150 |
|
|
2025
Q1 | $314K | Buy |
3,186
+151
| +5% | +$14.9K | 0.04% | 172 |
|
|
2024
Q4 | $338K | Sell |
3,035
-136
| -4% | -$15.1K | 0.04% | 166 |
|
|
2024
Q3 | $305K | Buy |
3,171
+97
| +3% | +$9.33K | 0.04% | 179 |
|
|
2024
Q2 | $305K | Sell |
3,074
-50
| -2% | -$4.96K | 0.04% | 171 |
|
|
2024
Q1 | $382K | Sell |
3,124
-132
| -4% | -$16.1K | 0.05% | 154 |
|
|
2023
Q4 | $294K | Sell |
3,256
-17
| -0.5% | -$1.54K | 0.05% | 168 |
|
|
2023
Q3 | $265K | Sell |
3,273
-203
| -6% | -$16.5K | 0.05% | 168 |
|
|
2023
Q2 | $310K | Buy |
3,476
+8
| +0.2% | +$714 | 0.05% | 157 |
|
|
2023
Q1 | $347K | Buy |
3,468
+180
| +5% | +$18K | 0.06% | 147 |
|
|
2022
Q4 | $286K | Buy |
+3,288
| New | +$286K | 0.05% | 159 |
|