Aull & Monroe Investment Management’s Lamb Weston LW Stock Holding History

Aull & Monroe Investment Management’s Portfolio LW Stock Details LW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$220K	Sell	4,243 -1,000	-19%	-$51.9K	0.12%	115
2025 Q1	$279K	Sell	5,243 -341	-6%	-$18.2K	0.14%	106
2024 Q4	$373K	Sell	5,584 -1,032	-16%	-$69K	0.19%	94
2024 Q3	$428K	Sell	6,616 -66	-1%	-$4.27K	0.2%	95
2024 Q2	$562K	Sell	6,682 -33	-0.5%	-$2.78K	0.28%	81
2024 Q1	$715K	Hold	6,715	–	–	0.33%	70
2023 Q4	$726K	Sell	6,715 -33	-0.5%	-$3.57K	0.36%	68
2023 Q3	$624K	Sell	6,748 -41	-0.6%	-$3.79K	0.33%	70
2023 Q2	$780K	Sell	6,789 -227	-3%	-$26.1K	0.39%	64
2023 Q1	$733K	Sell	7,016 -476	-6%	-$49.8K	0.37%	68
2022 Q4	$669K	Sell	7,492 -999	-12%	-$89.3K	0.33%	69
2022 Q3	$657K	Sell	8,491 -666	-7%	-$51.5K	0.36%	66
2022 Q2	$654K	Hold	9,157	–	–	0.33%	69
2022 Q1	$548K	Sell	9,157 -149	-2%	-$8.92K	0.25%	83
2021 Q4	$590K	Sell	9,306 -100	-1%	-$6.34K	0.26%	81
2021 Q3	$577K	Sell	9,406 -300	-3%	-$18.4K	0.28%	77
2021 Q2	$783K	Hold	9,706	–	–	0.37%	69
2021 Q1	$752K	Sell	9,706 -133	-1%	-$10.3K	0.37%	68
2020 Q4	$775K	Hold	9,839	–	–	0.41%	63
2020 Q3	$652K	Sell	9,839 -600	-6%	-$39.8K	0.38%	69
2020 Q2	$668K	Sell	10,439 -632	-6%	-$40.4K	0.41%	66
2020 Q1	$632K	Sell	11,071 -70	-0.6%	-$4K	0.42%	64
2019 Q4	$959K	Sell	11,141 -166	-1%	-$14.3K	0.49%	64
2019 Q3	$822K	Sell	11,307 -149	-1%	-$10.8K	0.43%	67
2019 Q2	$725K	Sell	11,456 -225	-2%	-$14.2K	0.39%	73
2019 Q1	$876K	Sell	11,681 -665	-5%	-$49.9K	0.47%	67
2018 Q4	$908K	Sell	12,346 -1,061	-8%	-$78K	0.52%	58
2018 Q3	$893K	Sell	13,407 -133	-1%	-$8.86K	0.43%	71
2018 Q2	$927K	Sell	13,540 -33	-0.2%	-$2.26K	0.48%	69
2018 Q1	$790K	Hold	13,573	–	–	0.41%	73
2017 Q4	$766K	Sell	13,573 -349	-3%	-$19.7K	0.39%	76
2017 Q3	$653K	Sell	13,922 -66	-0.5%	-$3.1K	0.34%	79
2017 Q2	$616K	Sell	13,988 -66	-0.5%	-$2.91K	0.33%	78
2017 Q1	$591K	Sell	14,054 -731	-5%	-$30.7K	0.32%	80
2016 Q4	$560K	Buy	+14,785	New	+$560K	0.31%	80