AE Wealth Management’s Lamb Weston LW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $249K | Buy |
4,798
+588
| +14% | +$30.5K | ﹤0.01% | 1203 |
|
|
2025
Q1 | $224K | Buy |
4,210
+349
| +9% | +$18.6K | ﹤0.01% | 1226 |
|
|
2024
Q4 | $258K | Buy |
+3,861
| New | +$258K | ﹤0.01% | 1163 |
|
|
2024
Q1 | – | Sell |
-2,115
| Closed | -$220K | – | 1639 |
|
|
2023
Q4 | $220K | Sell |
2,115
-244
| -10% | -$25.4K | ﹤0.01% | 1847 |
|
|
2023
Q3 | $218K | Sell |
2,359
-2,870
| -55% | -$265K | ﹤0.01% | 1753 |
|
|
2023
Q2 | $601K | Buy |
5,229
+1,534
| +42% | +$176K | ﹤0.01% | 1287 |
|
|
2023
Q1 | $386K | Sell |
3,695
-143
| -4% | -$14.9K | ﹤0.01% | 1450 |
|
|
2022
Q4 | $343K | Buy |
3,838
+609
| +19% | +$54.4K | ﹤0.01% | 1450 |
|
|
2022
Q3 | $250K | Buy |
+3,229
| New | +$250K | ﹤0.01% | 1537 |
|
|
2021
Q3 | – | Sell |
-3,884
| Closed | -$313K | – | 1658 |
|
|
2021
Q2 | $313K | Buy |
3,884
+412
| +12% | +$33.2K | ﹤0.01% | 1327 |
|
|
2021
Q1 | $269K | Sell |
3,472
-1,528
| -31% | -$118K | ﹤0.01% | 1297 |
|
|
2020
Q4 | $394K | Buy |
+5,000
| New | +$394K | ﹤0.01% | 1041 |
|