Capstone Financial 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 | $642K | Hold |
12,388
| – | – | 0.04% | 83 |
|
2025
Q1 | $660K | Hold |
12,388
| – | – | 0.04% | 76 |
|
2024
Q4 | $828K | Hold |
12,388
| – | – | 0.05% | 70 |
|
2024
Q3 | $802K | Buy |
12,388
+3
| +0% | +$194 | 0.05% | 67 |
|
2024
Q2 | $1.04M | Hold |
12,385
| – | – | 0.07% | 55 |
|
2024
Q1 | $1.32M | Hold |
12,385
| – | – | 0.09% | 47 |
|
2023
Q4 | $1.34M | Buy |
12,385
+1
| +0% | +$108 | 0.1% | 42 |
|
2023
Q3 | $1.15M | Hold |
12,384
| – | – | 0.09% | 47 |
|
2023
Q2 | $1.42M | Buy |
12,384
+83
| +0.7% | +$9.54K | 0.11% | 41 |
|
2023
Q1 | $1.29M | Buy |
12,301
+34
| +0.3% | +$3.55K | 0.1% | 42 |
|
2022
Q4 | $1.1M | Buy |
12,267
+34
| +0.3% | +$3.04K | 0.09% | 46 |
|
2022
Q3 | $947K | Buy |
12,233
+38
| +0.3% | +$2.94K | 0.09% | 48 |
|
2022
Q2 | $871K | Buy |
12,195
+43
| +0.4% | +$3.07K | 0.07% | 53 |
|
2022
Q1 | $728K | Buy |
12,152
+53
| +0.4% | +$3.18K | 0.05% | 57 |
|
2021
Q4 | $767K | Buy |
12,099
+5,050
| +72% | +$320K | 0.06% | 55 |
|
2021
Q3 | $433K | Hold |
7,049
| – | – | 0.03% | 74 |
|
2021
Q2 | $569K | Hold |
7,049
| – | – | 0.04% | 67 |
|
2021
Q1 | $546K | Buy |
7,049
+11
| +0.2% | +$852 | 0.05% | 54 |
|
2020
Q4 | $554K | Buy |
7,038
+83
| +1% | +$6.53K | 0.05% | 45 |
|
2020
Q3 | $461K | Hold |
6,955
| – | – | 0.05% | 47 |
|
2020
Q2 | $445K | Buy |
6,955
+1,952
| +39% | +$125K | 0.05% | 45 |
|
2020
Q1 | $286K | Hold |
5,003
| – | – | 0.04% | 56 |
|
2019
Q4 | $430K | Hold |
5,003
| – | – | 0.06% | 48 |
|
2019
Q3 | $364K | Hold |
5,003
| – | – | 0.06% | 50 |
|
2019
Q2 | $317K | Hold |
5,003
| – | – | 0.05% | 58 |
|
2019
Q1 | $375K | Hold |
5,003
| – | – | 0.06% | 50 |
|
2018
Q4 | $368K | Hold |
5,003
| – | – | 0.07% | 51 |
|
2018
Q3 | $333K | Hold |
5,003
| – | – | 0.08% | 50 |
|
2018
Q2 | $343K | Buy |
5,003
+3
| +0.1% | +$206 | 0.1% | 46 |
|
2018
Q1 | $291K | Buy |
+5,000
| New | +$291K | 0.1% | 52 |
|