Carson Wealth (CWM LLC)’s Lamb Weston LW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.76M | Buy |
33,895
+1,034
| +3% | +$53.6K | 0.01% | 995 |
|
|
2025
Q1 | $1.75M | Sell |
32,861
-691
| -2% | -$36.8K | 0.01% | 868 |
|
|
2024
Q4 | $2.24M | Buy |
33,552
+81
| +0.2% | +$5.41K | 0.01% | 744 |
|
|
2024
Q3 | $2.17M | Buy |
33,471
+575
| +2% | +$37.2K | 0.01% | 669 |
|
|
2024
Q2 | $2.77M | Buy |
32,896
+709
| +2% | +$59.6K | 0.01% | 556 |
|
|
2024
Q1 | $3.43M | Buy |
32,187
+446
| +1% | +$47.5K | 0.02% | 493 |
|
|
2023
Q4 | $3.43M | Buy |
31,741
+27,388
| +629% | +$2.96M | 0.02% | 467 |
|
|
2023
Q3 | $403K | Sell |
4,353
-150
| -3% | -$13.9K | ﹤0.01% | 1047 |
|
|
2023
Q2 | $518K | Buy |
4,503
+458
| +11% | +$52.7K | ﹤0.01% | 925 |
|
|
2023
Q1 | $423K | Buy |
4,045
+141
| +4% | +$14.7K | ﹤0.01% | 939 |
|
|
2022
Q4 | $349K | Buy |
3,904
+176
| +5% | +$15.7K | ﹤0.01% | 902 |
|
|
2022
Q3 | $289K | Buy |
3,728
+64
| +2% | +$4.96K | ﹤0.01% | 917 |
|
|
2022
Q2 | $262K | Buy |
3,664
+104
| +3% | +$7.44K | ﹤0.01% | 939 |
|
|
2022
Q1 | $213K | Buy |
3,560
+173
| +5% | +$10.4K | ﹤0.01% | 1011 |
|
|
2021
Q4 | $215K | Buy |
+3,387
| New | +$215K | ﹤0.01% | 997 |
|
|
2021
Q2 | $149K | Hold |
1,848
| – | – | ﹤0.01% | 995 |
|
|
2021
Q1 | $149K | Hold |
1,848
| – | – | ﹤0.01% | 995 |
|
|
2020
Q4 | $149K | Hold |
1,848
| – | – | ﹤0.01% | 995 |
|
|
2020
Q3 | $149K | Hold |
1,848
| – | – | ﹤0.01% | 995 |
|
|
2020
Q2 | $149K | Hold |
1,848
| – | – | ﹤0.01% | 995 |
|
|
2020
Q1 | $149K | Hold |
1,848
| – | – | ﹤0.01% | 995 |
|
|
2019
Q4 | $149K | Hold |
1,848
| – | – | ﹤0.01% | 995 |
|
|
2019
Q3 | $149K | Hold |
1,848
| – | – | ﹤0.01% | 995 |
|
|
2019
Q2 | $149K | Hold |
1,848
| – | – | ﹤0.01% | 995 |
|
|
2019
Q1 | $149K | Buy |
1,848
+1,194
| +183% | +$96.3K | ﹤0.01% | 995 |
|
|
2018
Q4 | $48K | Buy |
654
+88
| +16% | +$6.46K | ﹤0.01% | 885 |
|
|
2018
Q3 | $38K | Buy |
566
+418
| +282% | +$28.1K | ﹤0.01% | 803 |
|
|
2018
Q2 | $10K | Buy |
+148
| New | +$10K | ﹤0.01% | 996 |
|
|
2017
Q3 | – | Sell |
-9
| Closed | – | – | 1524 |
|
|
2017
Q2 | $0 | Hold |
9
| – | – | ﹤0.01% | 1258 |
|
|
2017
Q1 | $0 | Sell |
9
-181
| -95% | – | ﹤0.01% | 1250 |
|
|
2016
Q4 | $7K | Buy |
+190
| New | +$7K | ﹤0.01% | 794 |
|