Beacon Pointe Advisors’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 |
-4,537
| Closed | -$303K | – | 1244 |
|
|
2024
Q4 | $303K | Buy |
4,537
+95
| +2% | +$7.09K | ﹤0.01% | 1000 |
|
|
2024
Q3 | $288K | Sell |
4,442
-154
| -3% | -$10.2K | ﹤0.01% | 1038 |
|
|
2024
Q2 | $386K | Sell |
4,596
-438
| -9% | -$37.4K | ﹤0.01% | 963 |
|
|
2024
Q1 | $536K | Buy |
5,034
+261
| +5% | +$27.2K | 0.01% | 890 |
|
|
2023
Q4 | $516K | Sell |
4,773
-2,172
| -31% | -$209K | 0.01% | 892 |
|
|
2023
Q3 | $642K | Buy |
6,945
+1,507
| +28% | +$153K | 0.01% | 776 |
|
|
2023
Q2 | $625K | Sell |
5,438
-512
| -9% | -$57.1K | 0.01% | 651 |
|
|
2023
Q1 | $622K | Buy |
5,950
+124
| +2% | +$12.3K | 0.01% | 687 |
|
|
2022
Q4 | $521K | Buy |
5,826
+147
| +3% | +$12.5K | 0.01% | 671 |
|
|
2022
Q3 | $440K | Buy |
5,679
+87
| +2% | +$6.8K | 0.01% | 678 |
|
|
2022
Q2 | $401K | Sell |
5,592
-1,012
| -15% | -$66.8K | 0.01% | 722 |
|
|
2022
Q1 | $396K | Buy |
6,604
+2,362
| +56% | +$147K | 0.01% | 877 |
|
|
2021
Q4 | $269K | Sell |
4,242
-143
| -3% | -$8.25K | 0.01% | 778 |
|
|
2021
Q3 | $269K | Sell |
4,385
-235
| -5% | -$15.9K | 0.01% | 747 |
|
|
2021
Q2 | $373K | Buy |
4,620
+539
| +13% | +$43.2K | 0.01% | 583 |
|
|
2021
Q1 | $317K | Sell |
4,081
-984
| -19% | -$77.6K | 0.02% | 376 |
|
|
2020
Q4 | $399K | Buy |
5,065
+944
| +23% | +$68.7K | 0.03% | 312 |
|
|
2020
Q3 | $273K | Sell |
4,121
-162
| -4% | -$10.4K | 0.03% | 312 |
|
|
2020
Q2 | $274K | Buy |
4,283
+368
| +9% | +$22.2K | 0.03% | 318 |
|
|
2020
Q1 | $224K | Sell |
3,915
-162
| -4% | -$13.3K | 0.04% | 266 |
|
|
2019
Q4 | $351K | Sell |
4,077
-99
| -2% | -$7.97K | 0.11% | 156 |
|
|
2019
Q3 | $303K | Sell |
4,176
-1,019
| -20% | -$69.9K | 0.13% | 133 |
|
|
2019
Q2 | $329K | Sell |
5,195
-300
| -5% | -$19.8K | 0.12% | 151 |
|
|
2019
Q1 | $412K | Buy |
5,495
+495
| +10% | +$35K | 0.15% | 126 |
|
|
2018
Q4 | $368K | Buy |
+5,000
| New | +$383K | 0.22% | 111 |
|
Other funds holding LW
JPM
CCP
