LAM
Lynch Asset Management’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.29M | Buy |
42,675
+150
| +0.4% | +$18.6K | 1.87% | 14 |
|
|
2025
Q1 | $4.2M | Sell |
42,525
-150
| -0.4% | -$14.8K | 1.88% | 17 |
|
|
2024
Q4 | $4.75M | Sell |
42,675
-300
| -0.7% | -$33.4K | 1.92% | 15 |
|
|
2024
Q3 | $4.13M | Buy |
42,975
+5,700
| +15% | +$548K | 1.74% | 16 |
|
|
2024
Q2 | $3.7M | Buy |
37,275
+650
| +2% | +$64.5K | 1.58% | 19 |
|
|
2024
Q1 | $4.48M | Buy |
36,625
+3,950
| +12% | +$483K | 2.11% | 16 |
|
|
2023
Q4 | $2.95M | Buy |
32,675
+4,100
| +14% | +$370K | 1.69% | 22 |
|
|
2023
Q3 | $2.32M | Buy |
28,575
+1,700
| +6% | +$138K | 1.52% | 25 |
|
|
2023
Q2 | $2.4M | Buy |
26,875
+200
| +0.7% | +$17.9K | 1.54% | 25 |
|
|
2023
Q1 | $2.67M | Buy |
26,675
+6,250
| +31% | +$626K | 1.92% | 19 |
|
|
2022
Q4 | $1.77M | Sell |
20,425
-1,500
| -7% | -$130K | 1.53% | 25 |
|
|
2022
Q3 | $2.07M | Hold |
21,925
| – | – | 1.86% | 22 |
|
|
2022
Q2 | $2.07M | Buy |
21,925
+4,750
| +28% | +$448K | 1.69% | 24 |
|
|
2022
Q1 | $2.36M | Hold |
17,175
| – | – | 1.68% | 23 |
|
|
2021
Q4 | $2.66M | Buy |
+17,175
| New | +$2.66M | 1.85% | 23 |
|