Carson Wealth (CWM LLC)’s Lamb Weston LW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.84M | Buy |
90,790
+41,374
| +84% | +$1.85M | 0.01% | 924 |
|
|
2025
Q4 | $2.07M | Buy |
49,416
+8,666
| +21% | +$510K | 0.01% | 1137 |
|
|
2025
Q3 | $2.37M | Buy |
40,750
+6,855
| +20% | +$375K | 0.01% | 1016 |
|
|
2025
Q2 | $1.76M | Buy |
33,895
+1,034
| +3% | +$55.4K | 0.01% | 996 |
|
|
2025
Q1 | $1.75M | Sell |
32,861
-691
| -2% | -$39.1K | 0.01% | 868 |
|
|
2024
Q4 | $2.24M | Buy |
33,552
+81
| +0.2% | +$6.04K | 0.01% | 744 |
|
|
2024
Q3 | $2.17M | Buy |
33,471
+575
| +2% | +$38K | 0.01% | 670 |
|
|
2024
Q2 | $2.77M | Buy |
32,896
+709
| +2% | +$60.5K | 0.01% | 557 |
|
|
2024
Q1 | $3.43M | Buy |
32,187
+446
| +1% | +$46.4K | 0.02% | 494 |
|
|
2023
Q4 | $3.43M | Buy |
31,741
+27,388
| +629% | +$2.64M | 0.02% | 468 |
|
|
2023
Q3 | $403K | Sell |
4,353
-150
| -3% | -$15.2K | ﹤0.01% | 1050 |
|
|
2023
Q2 | $518K | Buy |
4,503
+458
| +11% | +$51.1K | ﹤0.01% | 927 |
|
|
2023
Q1 | $423K | Buy |
4,045
+141
| +4% | +$13.9K | ﹤0.01% | 941 |
|
|
2022
Q4 | $349K | Buy |
3,904
+176
| +5% | +$15K | ﹤0.01% | 904 |
|
|
2022
Q3 | $289K | Buy |
3,728
+64
| +2% | +$5.01K | ﹤0.01% | 919 |
|
|
2022
Q2 | $262K | Buy |
3,664
+104
| +3% | +$6.87K | ﹤0.01% | 941 |
|
|
2022
Q1 | $213K | Buy |
3,560
+173
| +5% | +$10.7K | ﹤0.01% | 1013 |
|
|
2021
Q4 | $215K | Buy |
+3,387
| New | +$195K | ﹤0.01% | 999 |
|
|
2021
Q2 | $149K | Hold |
1,848
| – | – | ﹤0.01% | 997 |
|
|
2021
Q1 | $149K | Hold |
1,848
| – | – | ﹤0.01% | 997 |
|
|
2020
Q4 | $149K | Hold |
1,848
| – | – | ﹤0.01% | 997 |
|
|
2020
Q3 | $149K | Hold |
1,848
| – | – | ﹤0.01% | 997 |
|
|
2020
Q2 | $149K | Hold |
1,848
| – | – | ﹤0.01% | 997 |
|
|
2020
Q1 | $149K | Hold |
1,848
| – | – | ﹤0.01% | 997 |
|
|
2019
Q4 | $149K | Hold |
1,848
| – | – | ﹤0.01% | 997 |
|
|
2019
Q3 | $149K | Hold |
1,848
| – | – | ﹤0.01% | 997 |
|
|
2019
Q2 | $149K | Hold |
1,848
| – | – | ﹤0.01% | 997 |
|
|
2019
Q1 | $149K | Buy |
1,848
+1,194
| +183% | +$84.5K | ﹤0.01% | 997 |
|
|
2018
Q4 | $48K | Buy |
654
+88
| +16% | +$6.74K | ﹤0.01% | 888 |
|
|
2018
Q3 | $38K | Buy |
566
+418
| +282% | +$28.7K | ﹤0.01% | 805 |
|
|
2018
Q2 | $10K | Buy |
+148
| New | +$9.68K | ﹤0.01% | 1000 |
|
|
2017
Q3 | – | Sell |
-9
| Closed | – | – | 1525 |
|
|
2017
Q2 | $0 | Hold |
9
| – | – | ﹤0.01% | 1259 |
|
|
2017
Q1 | $0 | Sell |
9
-181
| -95% | -$7.14K | ﹤0.01% | 1251 |
|
|
2016
Q4 | $7K | Buy |
+190
| New | +$6.48K | ﹤0.01% | 795 |
|
Other funds holding LW
VPM
VCM
SV
JPM
CGC