Kapstone Financial 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 |
-4,388
| Closed | -$270K | – | 116 |
|
|
2024
Q4 | $270K | Hold |
4,388
| – | – | 0.14% | 84 |
|
|
2024
Q3 | $293K | Hold |
4,388
| – | – | 0.18% | 80 |
|
|
2024
Q2 | $369K | Hold |
4,388
| – | – | 0.24% | 68 |
|
|
2024
Q1 | $467K | Hold |
4,388
| – | – | 0.32% | 58 |
|
|
2023
Q4 | $461K | Hold |
4,388
| – | – | 0.36% | 55 |
|
|
2023
Q3 | $406K | Sell |
4,388
-2,500
| -36% | -$231K | 0.37% | 54 |
|
|
2023
Q2 | $711K | Hold |
6,888
| – | – | 0.59% | 32 |
|
|
2023
Q1 | $754K | Hold |
6,888
| – | – | 0.68% | 31 |
|
|
2022
Q4 | $669K | Buy |
+6,888
| New | +$669K | 0.61% | 35 |
|