Beacon Investment 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 | $223K | Sell |
4,301
-254
| -6% | -$13.2K | 0.01% | 231 |
|
2025
Q1 | $243K | Buy |
4,555
+5
| +0.1% | +$267 | 0.01% | 219 |
|
2024
Q4 | $304K | Hold |
4,550
| – | – | 0.01% | 206 |
|
2024
Q3 | $295K | Sell |
4,550
-13
| -0.3% | -$842 | 0.01% | 222 |
|
2024
Q2 | $384K | Hold |
4,563
| – | – | 0.02% | 194 |
|
2024
Q1 | $486K | Buy |
4,563
+2,239
| +96% | +$239K | 0.02% | 178 |
|
2023
Q4 | $251K | Buy |
2,324
+12
| +0.5% | +$1.3K | 0.01% | 238 |
|
2023
Q3 | $214K | Buy |
2,312
+15
| +0.7% | +$1.39K | 0.01% | 262 |
|
2023
Q2 | $264K | Hold |
2,297
| – | – | 0.01% | 247 |
|
2023
Q1 | $240K | Sell |
2,297
-23
| -1% | -$2.4K | 0.01% | 253 |
|
2022
Q4 | $207K | Sell |
2,320
-2,222
| -49% | -$199K | 0.01% | 269 |
|
2022
Q3 | $351K | Sell |
4,542
-198
| -4% | -$15.3K | 0.02% | 213 |
|
2022
Q2 | $339K | Sell |
4,740
-160
| -3% | -$11.4K | 0.02% | 227 |
|
2022
Q1 | $294K | Sell |
4,900
-10
| -0.2% | -$600 | 0.01% | 254 |
|
2021
Q4 | $311K | Buy |
4,910
+11
| +0.2% | +$697 | 0.01% | 257 |
|
2021
Q3 | $301K | Buy |
4,899
+107
| +2% | +$6.57K | 0.01% | 258 |
|
2021
Q2 | $387K | Hold |
4,792
| – | – | 0.02% | 236 |
|
2021
Q1 | $371K | Hold |
4,792
| – | – | 0.02% | 232 |
|
2020
Q4 | $377K | Hold |
4,792
| – | – | 0.02% | 208 |
|
2020
Q3 | $318K | Buy |
4,792
+1,116
| +30% | +$74.1K | 0.02% | 199 |
|
2020
Q2 | $235K | Sell |
3,676
-23
| -0.6% | -$1.47K | 0.01% | 221 |
|
2020
Q1 | $211K | Sell |
3,699
-53
| -1% | -$3.02K | 0.01% | 222 |
|
2019
Q4 | $323K | Sell |
3,752
-229
| -6% | -$19.7K | 0.02% | 213 |
|
2019
Q3 | $289K | Sell |
3,981
-369
| -8% | -$26.8K | 0.03% | 204 |
|
2019
Q2 | $276K | Buy |
+4,350
| New | +$276K | 0.03% | 195 |
|