Avior Wealth Management’s Lamb Weston LW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,383
| Closed | -$92.4K | – | 1663 |
|
|
2024
Q4 | $92.4K | Sell |
1,383
-3,462
| -71% | -$258K | ﹤0.01% | 925 |
|
|
2024
Q3 | $314K | Buy |
4,845
+2,913
| +151% | +$192K | 0.01% | 573 |
|
|
2024
Q2 | $163K | Buy |
1,932
+690
| +56% | +$58.9K | 0.01% | 728 |
|
|
2024
Q1 | $132K | Buy |
1,242
+418
| +51% | +$43.5K | 0.01% | 849 |
|
|
2023
Q4 | $89.2K | Sell |
824
-57
| -6% | -$5.49K | 0.01% | 629 |
|
|
2023
Q3 | $81.5K | Sell |
881
-496
| -36% | -$50.3K | 0.01% | 666 |
|
|
2023
Q2 | $158K | Buy |
1,377
+24
| +2% | +$2.68K | 0.01% | 570 |
|
|
2023
Q1 | $141K | Buy |
1,353
+2
| +0.1% | +$198 | 0.01% | 580 |
|
|
2022
Q4 | $121K | Buy |
1,351
+3
| +0.2% | +$255 | 0.01% | 519 |
|
|
2022
Q3 | $104K | Sell |
1,348
-291
| -18% | -$22.8K | 0.01% | 520 |
|
|
2022
Q2 | $117K | Buy |
1,639
+69
| +4% | +$4.56K | 0.01% | 477 |
|
|
2022
Q1 | $94K | Sell |
1,570
-18
| -1% | -$1.12K | 0.01% | 521 |
|
|
2021
Q4 | $100K | Sell |
1,588
-452
| -22% | -$26.1K | 0.01% | 500 |
|
|
2021
Q3 | $125K | Sell |
2,040
-1
| -0% | -$68 | 0.01% | 464 |
|
|
2021
Q2 | $164K | Buy |
2,041
+3
| +0.1% | +$240 | 0.02% | 418 |
|
|
2021
Q1 | $157K | Buy |
2,038
+203
| +11% | +$16K | 0.02% | 417 |
|
|
2020
Q4 | $144K | Buy |
1,835
+2
| +0.1% | +$146 | 0.02% | 401 |
|
|
2020
Q3 | $121K | Buy |
1,833
+202
| +12% | +$12.9K | 0.02% | 428 |
|
|
2020
Q2 | $104K | Buy |
1,631
+500
| +44% | +$30.2K | 0.02% | 435 |
|
|
2020
Q1 | $64K | Hold |
1,131
| – | – | 0.01% | 441 |
|
|
2019
Q4 | $97K | Hold |
1,131
| – | – | 0.02% | 431 |
|
|
2019
Q3 | $82K | Hold |
1,131
| – | – | 0.01% | 428 |
|
|
2019
Q2 | $72K | Buy |
1,131
+140
| +14% | +$9.23K | 0.01% | 430 |
|
|
2019
Q1 | $74K | Hold |
991
| – | – | 0.02% | 412 |
|
|
2018
Q4 | $72K | Hold |
991
| – | – | 0.02% | 450 |
|
|
2018
Q3 | $66K | Buy |
991
+30
| +3% | +$2.06K | 0.01% | 468 |
|
|
2018
Q2 | $66K | Hold |
961
| – | – | 0.01% | 469 |
|
|
2018
Q1 | $56K | Hold |
961
| – | – | 0.01% | 479 |
|
|
2017
Q4 | $54K | Hold |
961
| – | – | 0.01% | 478 |
|
|
2017
Q3 | $45K | Hold |
961
| – | – | 0.01% | 225 |
|
|
2017
Q2 | $42K | Hold |
961
| – | – | 0.02% | 208 |
|
|
2017
Q1 | $40K | Hold |
961
| – | – | 0.01% | 247 |
|
|
2016
Q4 | $36K | Buy |
+961
| New | +$32.8K | 0.01% | 234 |
|
Other funds holding LW
JPM
CCP