Creative Planning’s Lamb Weston LW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.48M Buy
47,798
+2,860
+6% +$148K ﹤0.01% 1165
2025
Q1
$2.4M Sell
44,938
-14,280
-24% -$761K ﹤0.01% 1068
2024
Q4
$3.96M Buy
59,218
+2,515
+4% +$168K ﹤0.01% 754
2024
Q3
$3.67M Sell
56,703
-105,465
-65% -$6.83M ﹤0.01% 762
2024
Q2
$13.6M Buy
162,168
+3,570
+2% +$300K 0.01% 340
2024
Q1
$16.9M Sell
158,598
-8,614
-5% -$918K 0.02% 297
2023
Q4
$18.1M Buy
167,212
+113,246
+210% +$12.2M 0.03% 258
2023
Q3
$4.99M Sell
53,966
-2,690
-5% -$249K 0.01% 536
2023
Q2
$6.51M Buy
56,656
+2,426
+4% +$279K 0.01% 445
2023
Q1
$5.67M Sell
54,230
-3,343
-6% -$349K 0.01% 474
2022
Q4
$5.14M Buy
57,573
+20,769
+56% +$1.86M 0.01% 489
2022
Q3
$2.85M Sell
36,804
-753
-2% -$58.3K ﹤0.01% 583
2022
Q2
$2.68M Buy
37,557
+720
+2% +$51.5K ﹤0.01% 613
2022
Q1
$2.21M Buy
36,837
+8,478
+30% +$508K ﹤0.01% 684
2021
Q4
$1.8M Buy
28,359
+273
+1% +$17.3K ﹤0.01% 719
2021
Q3
$1.72M Buy
28,086
+1,632
+6% +$100K ﹤0.01% 729
2021
Q2
$2.13M Sell
26,454
-5,729
-18% -$462K ﹤0.01% 656
2021
Q1
$2.49M Sell
32,183
-887
-3% -$68.7K 0.01% 626
2020
Q4
$2.6M Sell
33,070
-314
-0.9% -$24.7K 0.01% 563
2020
Q3
$2.21M Buy
33,384
+3,940
+13% +$261K 0.01% 526
2020
Q2
$1.88M Sell
29,444
-3,119
-10% -$199K 0.01% 510
2020
Q1
$1.86M Sell
32,563
-1,195
-4% -$68.2K 0.01% 450
2019
Q4
$2.9M Buy
33,758
+766
+2% +$65.9K 0.01% 403
2019
Q3
$2.4M Sell
32,992
-4,517
-12% -$328K 0.01% 439
2019
Q2
$2.38M Buy
37,509
+292
+0.8% +$18.5K 0.01% 447
2019
Q1
$2.79M Sell
37,217
-578
-2% -$43.3K 0.01% 378
2018
Q4
$2.78M Sell
37,795
-2,077
-5% -$153K 0.01% 355
2018
Q3
$2.66M Buy
39,872
+42
+0.1% +$2.8K 0.01% 403
2018
Q2
$2.73M Buy
39,830
+19
+0% +$1.3K 0.01% 396
2018
Q1
$2.32M Buy
39,811
+9,039
+29% +$526K 0.01% 431
2017
Q4
$1.74M Buy
30,772
+135
+0.4% +$7.62K 0.01% 497
2017
Q3
$1.44M Sell
30,637
-233
-0.8% -$10.9K 0.01% 560
2017
Q2
$1.36M Sell
30,870
-45,563
-60% -$2.01M 0.01% 558
2017
Q1
$3.22M Buy
76,433
+36,065
+89% +$1.52M 0.02% 295
2016
Q4
$1.53M Buy
+40,368
New +$1.53M 0.01% 482