Geneos Wealth Management’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 | $92.8K | Sell |
1,789
-1,872
| -51% | -$97.1K | ﹤0.01% | 1282 |
|
2025
Q1 | $202K | Buy |
3,661
+1,962
| +115% | +$109K | ﹤0.01% | 1223 |
|
2024
Q4 | $114K | Sell |
1,699
-160
| -9% | -$10.7K | ﹤0.01% | 1020 |
|
2024
Q3 | $120K | Sell |
1,859
-781
| -30% | -$50.6K | ﹤0.01% | 911 |
|
2024
Q2 | $222K | Buy |
2,640
+2,201
| +501% | +$185K | 0.01% | 681 |
|
2024
Q1 | $46.8K | Hold |
439
| – | – | ﹤0.01% | 1088 |
|
2023
Q4 | $47.5K | Hold |
439
| – | – | ﹤0.01% | 1080 |
|
2023
Q3 | $40.6K | Hold |
439
| – | – | ﹤0.01% | 1136 |
|
2023
Q2 | $36K | Hold |
439
| – | – | ﹤0.01% | 1183 |
|
2023
Q1 | $45.9K | Buy |
439
+2
| +0.5% | +$209 | ﹤0.01% | 1107 |
|
2022
Q4 | $39.1K | Hold |
437
| – | – | ﹤0.01% | 1130 |
|
2022
Q3 | $33K | Sell |
437
-569
| -57% | -$43K | ﹤0.01% | 1173 |
|
2022
Q2 | $72K | Hold |
1,006
| – | – | ﹤0.01% | 1131 |
|
2022
Q1 | $60K | Sell |
1,006
-133
| -12% | -$7.93K | ﹤0.01% | 1297 |
|
2021
Q4 | $72K | Hold |
1,139
| – | – | ﹤0.01% | 1310 |
|
2021
Q3 | $71K | Buy |
1,139
+20
| +2% | +$1.25K | ﹤0.01% | 1319 |
|
2021
Q2 | $89K | Sell |
1,119
-1,240
| -53% | -$98.6K | ﹤0.01% | 1209 |
|
2021
Q1 | $189K | Sell |
2,359
-40
| -2% | -$3.21K | 0.01% | 983 |
|
2020
Q4 | $181K | Buy |
2,399
+1,240
| +107% | +$93.6K | 0.01% | 865 |
|
2020
Q3 | $75K | Sell |
1,159
-196
| -14% | -$12.7K | ﹤0.01% | 1065 |
|
2020
Q2 | $84K | Hold |
1,355
| – | – | ﹤0.01% | 996 |
|
2020
Q1 | $77K | Hold |
1,355
| – | – | 0.01% | 935 |
|
2019
Q4 | $116K | Sell |
1,355
-167
| -11% | -$14.3K | 0.01% | 893 |
|
2019
Q3 | $111K | Sell |
1,522
-266
| -15% | -$19.4K | 0.01% | 855 |
|
2019
Q2 | $113K | Buy |
1,788
+86
| +5% | +$5.44K | 0.01% | 861 |
|
2019
Q1 | $127K | Sell |
1,702
-252
| -13% | -$18.8K | 0.01% | 780 |
|
2018
Q4 | $143K | Sell |
1,954
-299
| -13% | -$21.9K | 0.01% | 716 |
|
2018
Q3 | $150K | Hold |
2,253
| – | – | 0.01% | 743 |
|
2018
Q2 | $154K | Sell |
2,253
-83
| -4% | -$5.67K | 0.01% | 635 |
|
2018
Q1 | $136K | Buy |
2,336
+66
| +3% | +$3.84K | 0.01% | 649 |
|
2017
Q4 | $128K | Buy |
2,270
+146
| +7% | +$8.23K | 0.01% | 669 |
|
2017
Q3 | $99K | Sell |
2,124
-118
| -5% | -$5.5K | 0.01% | 703 |
|
2017
Q2 | $98K | Sell |
2,242
-187
| -8% | -$8.17K | 0.01% | 686 |
|
2017
Q1 | $102K | Buy |
2,429
+120
| +5% | +$5.04K | 0.01% | 654 |
|
2016
Q4 | $87K | Buy |
+2,309
| New | +$87K | 0.01% | 650 |
|