Capital Wealth Planning’s Lamb Weston LW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-6,658
| Closed | -$765K | – | 147 |
|
|
2023
Q2 | $765K | Buy |
6,658
+2,068
| +45% | +$238K | 0.01% | 65 |
|
|
2023
Q1 | $480K | Buy |
+4,590
| New | +$480K | 0.01% | 90 |
|
|
2021
Q4 | – | Sell |
-4,060
| Closed | -$249K | – | 119 |
|
|
2021
Q3 | $249K | Hold |
4,060
| – | – | 0.01% | 96 |
|
|
2021
Q2 | $327K | Sell |
4,060
-201,600
| -98% | -$16.2M | 0.01% | 96 |
|
|
2021
Q1 | $15.9M | Hold |
205,660
| – | – | 0.52% | 26 |
|
|
2020
Q4 | $16.1M | Sell |
205,660
-7,000
| -3% | -$547K | 0.62% | 25 |
|
|
2020
Q3 | $14.1M | Buy |
212,660
+1,904
| +0.9% | +$126K | 0.7% | 27 |
|
|
2020
Q2 | $13.5M | Hold |
210,756
| – | – | 0.77% | 25 |
|
|
2020
Q1 | $12M | Buy |
210,756
+186,444
| +767% | +$10.6M | 0.76% | 26 |
|
|
2019
Q4 | $2.09M | Buy |
+24,312
| New | +$2.09M | 0.12% | 48 |
|