Herold Advisors’s Lamb Weston LW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-4,176
| Closed | -$279K | – | 287 |
|
2024
Q4 | $279K | Sell |
4,176
-515
| -11% | -$34.4K | 0.06% | 228 |
|
2024
Q3 | $304K | Hold |
4,691
| – | – | 0.07% | 222 |
|
2024
Q2 | $394K | Sell |
4,691
-2,522
| -35% | -$212K | 0.09% | 200 |
|
2024
Q1 | $768K | Buy |
+7,213
| New | +$768K | 0.19% | 141 |
|