CIA
Concurrent Investment Advisors’s Lamb Weston LW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $313K | Buy |
6,032
+48
| +0.8% | +$2.49K | 0.01% | 1042 |
|
|
2025
Q1 | $319K | Buy |
5,984
+230
| +4% | +$12.3K | 0.01% | 891 |
|
|
2024
Q4 | $385K | Sell |
5,754
-369
| -6% | -$24.7K | 0.01% | 741 |
|
|
2024
Q3 | $396K | Sell |
6,123
-1,754
| -22% | -$114K | 0.01% | 677 |
|
|
2024
Q2 | $662K | Buy |
7,877
+5,280
| +203% | +$444K | 0.02% | 517 |
|
|
2024
Q1 | $277K | Buy |
2,597
+555
| +27% | +$59.1K | 0.01% | 689 |
|
|
2023
Q4 | $221K | Buy |
+2,042
| New | +$221K | 0.01% | 735 |
|