EP Wealth Advisors’s Lamb Weston LW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,098
| Closed | -$207K | – | 1341 |
|
|
2024
Q4 | $207K | Sell |
3,098
-886
| -22% | -$59.2K | ﹤0.01% | 1060 |
|
|
2024
Q3 | $258K | Sell |
3,984
-53
| -1% | -$3.43K | ﹤0.01% | 923 |
|
|
2024
Q2 | $339K | Buy |
4,037
+239
| +6% | +$20.1K | ﹤0.01% | 620 |
|
|
2024
Q1 | $405K | Buy |
3,798
+523
| +16% | +$55.7K | ﹤0.01% | 564 |
|
|
2023
Q4 | $354K | Buy |
3,275
+473
| +17% | +$51.1K | ﹤0.01% | 572 |
|
|
2023
Q3 | $259K | Buy |
2,802
+652
| +30% | +$60.3K | ﹤0.01% | 590 |
|
|
2023
Q2 | $316K | Sell |
2,150
-21,388
| -91% | -$3.15M | ﹤0.01% | 552 |
|
|
2023
Q1 | $766K | Buy |
23,538
+20,880
| +786% | +$679K | 0.01% | 339 |
|
|
2022
Q4 | $237K | Buy |
+2,658
| New | +$237K | ﹤0.01% | 508 |
|
|
2021
Q2 | – | Sell |
-3,010
| Closed | -$233K | – | 544 |
|
|
2021
Q1 | $233K | Buy |
3,010
+14
| +0.5% | +$1.08K | 0.01% | 444 |
|
|
2020
Q4 | $236K | Buy |
+2,996
| New | +$236K | 0.01% | 381 |
|
|
2020
Q3 | – | Sell |
-3,736
| Closed | -$239K | – | 375 |
|
|
2020
Q2 | $239K | Sell |
3,736
-19
| -0.5% | -$1.22K | 0.01% | 340 |
|
|
2020
Q1 | $214K | Sell |
3,755
-187
| -5% | -$10.7K | 0.01% | 343 |
|
|
2019
Q4 | $339K | Sell |
3,942
-232
| -6% | -$20K | 0.01% | 317 |
|
|
2019
Q3 | $304K | Sell |
4,174
-516
| -11% | -$37.6K | 0.02% | 278 |
|
|
2019
Q2 | $297K | Buy |
+4,690
| New | +$297K | 0.02% | 240 |
|