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