EWM
Evercore Wealth Management’s Lamb Weston LW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-6,013
| Closed | -$473K | – | 436 |
|
|
2020
Q4 | $473K | Sell |
6,013
-1,987
| -25% | -$156K | 0.01% | 296 |
|
|
2020
Q3 | $531K | Sell |
8,000
-3,000
| -27% | -$199K | 0.01% | 256 |
|
|
2020
Q2 | $703K | Hold |
11,000
| – | – | 0.02% | 230 |
|
|
2020
Q1 | $628K | Sell |
11,000
-27,196
| -71% | -$1.55M | 0.02% | 219 |
|
|
2019
Q4 | $3.29M | Sell |
38,196
-4,642
| -11% | -$399K | 0.09% | 116 |
|
|
2019
Q3 | $3.12M | Sell |
42,838
-8,532
| -17% | -$620K | 0.09% | 121 |
|
|
2019
Q2 | $3.26M | Sell |
51,370
-59,999
| -54% | -$3.8M | 0.1% | 115 |
|
|
2019
Q1 | $8.35M | Sell |
111,369
-522,693
| -82% | -$39.2M | 0.27% | 67 |
|
|
2018
Q4 | $46.6M | Sell |
634,062
-77,880
| -11% | -$5.73M | 1.76% | 17 |
|
|
2018
Q3 | $47.4M | Buy |
711,942
+1,008
| +0.1% | +$67.1K | 1.52% | 20 |
|
|
2018
Q2 | $48.7M | Sell |
710,934
-106,064
| -13% | -$7.27M | 1.66% | 19 |
|
|
2018
Q1 | $47.6M | Sell |
816,998
-15,071
| -2% | -$877K | 1.82% | 17 |
|
|
2017
Q4 | $47M | Sell |
832,069
-15,398
| -2% | -$869K | 1.75% | 20 |
|
|
2017
Q3 | $39.7M | Buy |
847,467
+5,432
| +0.6% | +$255K | 1.55% | 24 |
|
|
2017
Q2 | $37.1M | Buy |
842,035
+93,852
| +13% | +$4.13M | 1.43% | 28 |
|
|
2017
Q1 | $31.5M | Buy |
748,183
+748,117
| +1,133,511% | +$31.5M | 1.23% | 33 |
|
|
2016
Q4 | $2K | Buy |
+66
| New | +$2K | ﹤0.01% | 947 |
|