Cercano Management’s Lamb Weston LW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-135,054	Closed	-$14.4M	–	105
2024 Q1	$14.4M	Buy	135,054 +3,762	+3%	+$401K	0.4%	57
2023 Q4	$14.2M	Sell	131,292 -64,367	-33%	-$6.96M	0.47%	54
2023 Q3	$18.1M	Buy	+195,659	New	+$18.1M	0.64%	45