Epic Trust Investment Advisors’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 | $215K | Hold |
2,554
| – | – | 0.24% | 107 |
|
|
2024
Q1 | $272K | Hold |
2,554
| – | – | 0.34% | 83 |
|
|
2023
Q4 | $276K | Hold |
2,554
| – | – | 0.37% | 76 |
|
|
2023
Q3 | $236K | Hold |
2,554
| – | – | 0.37% | 78 |
|
|
2023
Q2 | $294K | Hold |
2,554
| – | – | 0.42% | 62 |
|
|
2023
Q1 | $267K | Hold |
2,554
| – | – | 0.33% | 86 |
|
|
2022
Q4 | $228K | Buy |
+2,554
| New | +$228K | 0.34% | 86 |
|
|
2022
Q1 | – | Sell |
-3,554
| Closed | -$225K | – | 90 |
|
|
2021
Q4 | $225K | Buy |
+3,554
| New | +$225K | 0.33% | 68 |
|