B. Riley Wealth Advisors’s Lamb Weston LW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,526
| Closed | -$231K | – | 1229 |
|
|
2024
Q3 | $231K | Sell |
3,526
-343
| -9% | -$22.5K | 0.01% | 1072 |
|
|
2024
Q2 | $325K | Sell |
3,869
-4,049
| -51% | -$340K | 0.01% | 994 |
|
|
2024
Q1 | $732K | Buy |
7,918
+4,549
| +135% | +$421K | 0.02% | 624 |
|
|
2023
Q4 | $364K | Sell |
3,369
-4,549
| -57% | -$492K | 0.01% | 968 |
|
|
2023
Q3 | $732K | Buy |
7,918
+967
| +14% | +$89.4K | 0.02% | 624 |
|
|
2023
Q2 | $799K | Buy |
6,951
+2,961
| +74% | +$340K | 0.02% | 646 |
|
|
2023
Q1 | $417K | Sell |
3,990
-6,683
| -63% | -$699K | 0.01% | 889 |
|
|
2022
Q4 | $954K | Buy |
10,673
+6,628
| +164% | +$592K | 0.03% | 553 |
|
|
2022
Q3 | $313K | Buy |
4,045
+963
| +31% | +$74.5K | 0.01% | 978 |
|
|
2022
Q2 | $220K | Sell |
3,082
-8,241
| -73% | -$588K | 0.01% | 1009 |
|
|
2022
Q1 | $679K | Buy |
11,323
+7,221
| +176% | +$433K | 0.02% | 601 |
|
|
2021
Q4 | $260K | Buy |
4,102
+248
| +6% | +$15.7K | 0.01% | 1141 |
|
|
2021
Q3 | $238K | Buy |
3,854
+437
| +13% | +$27K | 0.01% | 1157 |
|
|
2021
Q2 | $275K | Sell |
3,417
-504
| -13% | -$40.6K | 0.01% | 1072 |
|
|
2021
Q1 | $305K | Buy |
+3,921
| New | +$305K | 0.01% | 990 |
|
|
2019
Q4 | – | Sell |
-7,672
| Closed | -$559K | – | 884 |
|
|
2019
Q3 | $559K | Buy |
7,672
+892
| +13% | +$65K | 0.06% | 374 |
|
|
2019
Q2 | $431K | Buy |
6,780
+1,560
| +30% | +$99.2K | 0.05% | 430 |
|
|
2019
Q1 | $391K | Buy |
+5,220
| New | +$391K | 0.05% | 407 |
|