Great Valley Advisor Group’s Lamb Weston LW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,623
| Closed | -$221K | – | 840 |
|
|
2024
Q2 | $221K | Sell |
2,623
-587
| -18% | -$49.5K | 0.01% | 725 |
|
|
2024
Q1 | $342K | Buy |
3,210
+145
| +5% | +$15.4K | 0.01% | 573 |
|
|
2023
Q4 | $332K | Buy |
3,065
+101
| +3% | +$10.9K | 0.01% | 552 |
|
|
2023
Q3 | $274K | Hold |
2,964
| – | – | 0.01% | 565 |
|
|
2023
Q2 | $341K | Hold |
2,964
| – | – | 0.01% | 531 |
|
|
2023
Q1 | $310K | Buy |
2,964
+166
| +6% | +$17.3K | 0.01% | 538 |
|
|
2022
Q4 | $250K | Buy |
2,798
+131
| +5% | +$11.7K | 0.01% | 602 |
|
|
2022
Q3 | $206K | Buy |
+2,667
| New | +$206K | 0.01% | 626 |
|
|
2020
Q1 | – | Sell |
-3,329
| Closed | -$287K | – | 352 |
|
|
2019
Q4 | $287K | Buy |
+3,329
| New | +$287K | 0.06% | 285 |
|