Kapstone Financial Advisors’s Lamb Weston LW Stock Holding History

Kapstone Financial Advisors’s Portfolio LW Stock Details LW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$270K	Hold
2024 Q3	$293K	Hold
2024 Q2	$369K	Hold
2024 Q1	$467K	Hold
2023 Q4	$461K	Hold
2023 Q3	$406K	Sell
2023 Q2	$711K	Hold
2023 Q1	$754K	Hold
2022 Q4	$669K	Buy