Bartlett & Co 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-1,555
| Closed | -$131K | – | 1148 |
|
2024
Q2 | $131K | Sell |
1,555
-73
| -4% | -$6.14K | ﹤0.01% | 499 |
|
2024
Q1 | $173K | Hold |
1,628
| – | – | ﹤0.01% | 472 |
|
2023
Q4 | $176K | Sell |
1,628
-40
| -2% | -$4.33K | ﹤0.01% | 486 |
|
2023
Q3 | $154K | Sell |
1,668
-306
| -16% | -$28.3K | ﹤0.01% | 481 |
|
2023
Q2 | $227K | Buy |
+1,974
| New | +$227K | ﹤0.01% | 436 |
|
2022
Q3 | – | Sell |
-414
| Closed | -$29.6K | – | 1240 |
|
2022
Q2 | $29.6K | Buy |
+414
| New | +$29.6K | ﹤0.01% | 664 |
|