CRWM
Castle Rock Wealth Management’s Lamb Weston LW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $449K | Sell |
9,311
-5
| -0.1% | -$241 | 0.1% | 162 |
|
|
2025
Q1 | $493K | Hold |
9,316
| – | – | 0.13% | 145 |
|
|
2024
Q4 | $545K | Sell |
9,316
-10
| -0.1% | -$585 | 0.13% | 140 |
|
|
2024
Q3 | $637K | Sell |
9,326
-9,109
| -49% | -$622K | 0.15% | 142 |
|
|
2024
Q2 | $1.53M | Sell |
18,435
-8
| -0% | -$662 | 0.38% | 77 |
|
|
2024
Q1 | $1.52M | Hold |
18,443
| – | – | 0.41% | 68 |
|
|
2023
Q4 | $1.96M | Hold |
18,443
| – | – | 0.59% | 37 |
|
|
2023
Q3 | $1.76M | Buy |
18,443
+11
| +0.1% | +$1.05K | 0.59% | 33 |
|
|
2023
Q2 | $2.11M | Buy |
18,432
+7
| +0% | +$800 | 0.72% | 27 |
|
|
2023
Q1 | $2.07M | Buy |
18,425
+15
| +0.1% | +$1.68K | 0.74% | 21 |
|
|
2022
Q4 | $1.82M | Sell |
18,410
-3,500
| -16% | -$346K | 0.81% | 26 |
|
|
2022
Q3 | $1.78M | Hold |
21,910
| – | – | 0.9% | 21 |
|
|
2022
Q2 | $1.64M | Hold |
21,910
| – | – | 0.84% | 26 |
|
|
2022
Q1 | $1.49M | Hold |
21,910
| – | – | 0.69% | 31 |
|
|
2021
Q4 | $1.42M | Hold |
21,910
| – | – | 0.58% | 52 |
|
|
2021
Q3 | $1.27M | Sell |
21,910
-150
| -0.7% | -$8.72K | 0.44% | 73 |
|
|
2021
Q2 | $1.45M | Hold |
22,060
| – | – | 0.53% | 58 |
|
|
2021
Q1 | $1.77M | Hold |
22,060
| – | – | 0.71% | 37 |
|
|
2020
Q4 | $1.72M | Buy |
+22,060
| New | +$1.72M | 0.72% | 35 |
|