Bernzott Capital Advisors’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 | $6.02M | Buy |
116,169
+12,134
| +12% | +$629K | 3.08% | 16 |
|
|
2025
Q1 | $5.55M | Buy |
104,035
+2,430
| +2% | +$130K | 2.73% | 23 |
|
|
2024
Q4 | $6.79M | Buy |
101,605
+3,460
| +4% | +$231K | 3.36% | 9 |
|
|
2024
Q3 | $6.35M | Buy |
98,145
+51,505
| +110% | +$3.33M | 2.73% | 22 |
|
|
2024
Q2 | $3.92M | Buy |
+46,640
| New | +$3.92M | 1.81% | 33 |
|