Avantax Advisory Services’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 | $299K | Buy |
5,772
+774
| +15% | +$40.1K | ﹤0.01% | 1906 |
|
2025
Q1 | $266K | Buy |
4,998
+21
| +0.4% | +$1.12K | ﹤0.01% | 1922 |
|
2024
Q4 | $333K | Buy |
4,977
+64
| +1% | +$4.28K | ﹤0.01% | 1712 |
|
2024
Q3 | $318K | Buy |
4,913
+714
| +17% | +$46.2K | ﹤0.01% | 1707 |
|
2024
Q2 | $353K | Buy |
4,199
+393
| +10% | +$33K | ﹤0.01% | 1593 |
|
2024
Q1 | $405K | Buy |
3,806
+135
| +4% | +$14.4K | ﹤0.01% | 1145 |
|
2023
Q4 | $397K | Buy |
3,671
+308
| +9% | +$33.3K | ﹤0.01% | 1096 |
|
2023
Q3 | $311K | Sell |
3,363
-674
| -17% | -$62.3K | ﹤0.01% | 1178 |
|
2023
Q2 | $464K | Sell |
4,037
-658
| -14% | -$75.6K | 0.01% | 969 |
|
2023
Q1 | $491K | Sell |
4,695
-1,284
| -21% | -$134K | 0.01% | 924 |
|
2022
Q4 | $534K | Buy |
+5,979
| New | +$534K | 0.01% | 831 |
|
2022
Q1 | – | Sell |
-3,295
| Closed | -$209K | – | 1335 |
|
2021
Q4 | $209K | Buy |
+3,295
| New | +$209K | ﹤0.01% | 1155 |
|
2021
Q3 | – | Sell |
-3,252
| Closed | -$261K | – | 1207 |
|
2021
Q2 | $261K | Buy |
+3,252
| New | +$261K | ﹤0.01% | 964 |
|
2020
Q4 | – | Sell |
-3,056
| Closed | -$202K | – | 1171 |
|
2020
Q3 | $202K | Buy |
+3,056
| New | +$202K | ﹤0.01% | 1222 |
|