LA
Lynch & Associates’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.99M | Hold |
32,199
| – | – | 0.8% | 42 |
|
|
2025
Q1 | $3.18M | Buy |
32,199
+312
| +1% | +$30.8K | 0.69% | 45 |
|
|
2024
Q4 | $3.55M | Sell |
31,887
-566
| -2% | -$63K | 0.77% | 42 |
|
|
2024
Q3 | $3.12M | Sell |
32,453
-896
| -3% | -$86.2K | 0.66% | 45 |
|
|
2024
Q2 | $3.31M | Buy |
33,349
+2,027
| +6% | +$201K | 0.75% | 41 |
|
|
2024
Q1 | $3.83M | Sell |
31,322
-542
| -2% | -$66.3K | 0.89% | 36 |
|
|
2023
Q4 | $2.88M | Buy |
31,864
+1,153
| +4% | +$104K | 0.7% | 42 |
|
|
2023
Q3 | $2.49M | Sell |
30,711
-4,220
| -12% | -$342K | 0.66% | 42 |
|
|
2023
Q2 | $3.12M | Sell |
34,931
-1,731
| -5% | -$155K | 0.8% | 39 |
|
|
2023
Q1 | $3.67M | Sell |
36,662
-279
| -0.8% | -$27.9K | 0.96% | 38 |
|
|
2022
Q4 | $3.21M | Sell |
36,941
-2,645
| -7% | -$230K | 0.84% | 43 |
|
|
2022
Q3 | $3.73M | Buy |
39,586
+528
| +1% | +$49.8K | 1.09% | 33 |
|
|
2022
Q2 | $3.69M | Sell |
39,058
-1,137
| -3% | -$107K | 1% | 35 |
|
|
2022
Q1 | $5.51M | Buy |
40,195
+111
| +0.3% | +$15.2K | 1.34% | 25 |
|
|
2021
Q4 | $6.21M | Sell |
40,084
-406
| -1% | -$62.9K | 1.47% | 21 |
|
|
2021
Q3 | $6.85M | Sell |
40,490
-559
| -1% | -$94.6K | 1.77% | 19 |
|
|
2021
Q2 | $7.22M | Sell |
41,049
-680
| -2% | -$120K | 1.85% | 19 |
|
|
2021
Q1 | $7.7M | Sell |
41,729
-12
| -0% | -$2.21K | 2.08% | 13 |
|
|
2020
Q4 | $7.56M | Sell |
41,741
-669
| -2% | -$121K | 2.06% | 11 |
|
|
2020
Q3 | $5.26M | Sell |
42,410
-868
| -2% | -$108K | 1.58% | 19 |
|
|
2020
Q2 | $4.83M | Sell |
43,278
-701
| -2% | -$78.2K | 1.56% | 19 |
|
|
2020
Q1 | $4.25M | Buy |
43,979
+1,629
| +4% | +$157K | 1.56% | 22 |
|
|
2019
Q4 | $6.13M | Buy |
42,350
+2,620
| +7% | +$379K | 1.76% | 20 |
|
|
2019
Q3 | $5.18M | Sell |
39,730
-75
| -0.2% | -$9.78K | 1.58% | 26 |
|
|
2019
Q2 | $5.56M | Buy |
39,805
+30
| +0.1% | +$4.19K | 1.81% | 22 |
|
|
2019
Q1 | $4.42M | Buy |
39,775
+372
| +0.9% | +$41.3K | 1.46% | 28 |
|
|
2018
Q4 | $4.32M | Buy |
39,403
+215
| +0.5% | +$23.6K | 1.61% | 26 |
|
|
2018
Q3 | $4.58M | Sell |
39,188
-2,356
| -6% | -$276K | 1.55% | 27 |
|
|
2018
Q2 | $4.35M | Buy |
41,544
+828
| +2% | +$86.8K | 1.58% | 26 |
|
|
2018
Q1 | $4.09M | Buy |
40,716
+466
| +1% | +$46.8K | 1.56% | 27 |
|
|
2017
Q4 | $4.33M | Buy |
40,250
+184
| +0.5% | +$19.8K | 1.62% | 25 |
|
|
2017
Q3 | $3.95M | Sell |
40,066
-39
| -0.1% | -$3.84K | 1.57% | 27 |
|
|
2017
Q2 | $4.26M | Buy |
40,105
+100
| +0.2% | +$10.6K | 1.68% | 21 |
|
|
2017
Q1 | $4.54M | Buy |
40,005
+350
| +0.9% | +$39.7K | 1.85% | 16 |
|
|
2016
Q4 | $4.13M | Buy |
39,655
+1,314
| +3% | +$137K | 1.74% | 16 |
|
|
2016
Q3 | $3.56M | Sell |
38,341
-1,112
| -3% | -$103K | 1.57% | 20 |
|
|
2016
Q2 | $3.86M | Sell |
39,453
-376
| -0.9% | -$36.8K | 1.72% | 19 |
|
|
2016
Q1 | $3.96M | Sell |
39,829
-74
| -0.2% | -$7.35K | 1.88% | 15 |
|
|
2015
Q4 | $4.19M | Sell |
39,903
-185
| -0.5% | -$19.4K | 2.15% | 12 |
|
|
2015
Q3 | $4.1M | Sell |
40,088
-850
| -2% | -$86.9K | 2.27% | 12 |
|
|
2015
Q2 | $4.67M | Sell |
40,938
-1,720
| -4% | -$196K | 2.44% | 11 |
|
|
2015
Q1 | $4.47M | Buy |
42,658
+610
| +1% | +$64K | 2.36% | 11 |
|
|
2014
Q4 | $3.96M | Sell |
42,048
-352
| -0.8% | -$33.2K | 2.13% | 12 |
|
|
2014
Q3 | $3.78M | Sell |
42,400
-150
| -0.4% | -$13.4K | 2.12% | 13 |
|
|
2014
Q2 | $3.65M | Sell |
42,550
-300
| -0.7% | -$25.7K | 2.08% | 13 |
|
|
2014
Q1 | $3.43M | Sell |
42,850
-503
| -1% | -$40.3K | 2.02% | 12 |
|
|
2013
Q4 | $3.31M | Sell |
43,353
-2,220
| -5% | -$170K | 1.98% | 13 |
|
|
2013
Q3 | $2.94M | Sell |
45,573
-1,078
| -2% | -$69.5K | 1.96% | 13 |
|
|
2013
Q2 | $2.95M | Buy |
+46,651
| New | +$2.95M | 2.04% | 14 |
|