KCM Investment Advisors’s Lamb Weston LW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,027
| Closed | -$212K | – | 400 |
|
|
2023
Q1 | $212K | Sell |
2,027
-338
| -14% | -$33.4K | 0.01% | 390 |
|
|
2022
Q4 | $211K | Buy |
+2,365
| New | +$201K | 0.01% | 380 |
|
|
2021
Q3 | – | Sell |
-3,102
| Closed | -$250K | – | 396 |
|
|
2021
Q2 | $250K | Sell |
3,102
-354
| -10% | -$28.4K | 0.01% | 347 |
|
|
2021
Q1 | $268K | Hold |
3,456
| – | – | 0.01% | 321 |
|
|
2020
Q4 | $272K | Buy |
3,456
+6
| +0.2% | +$437 | 0.01% | 303 |
|
|
2020
Q3 | $229K | Sell |
3,450
-115
| -3% | -$7.37K | 0.01% | 293 |
|
|
2020
Q2 | $228K | Sell |
3,565
-599
| -14% | -$36.2K | 0.01% | 309 |
|
|
2020
Q1 | $238K | Sell |
4,164
-5
| -0.1% | -$411 | 0.02% | 281 |
|
|
2019
Q4 | $359K | Sell |
4,169
-65
| -2% | -$5.24K | 0.02% | 273 |
|
|
2019
Q3 | $308K | Sell |
4,234
-121
| -3% | -$8.3K | 0.02% | 282 |
|
|
2019
Q2 | $276K | Buy |
4,355
+1
| +0% | +$66 | 0.02% | 286 |
|
|
2019
Q1 | $326K | Hold |
4,354
| – | – | 0.02% | 273 |
|
|
2018
Q4 | $320K | Sell |
4,354
-340
| -7% | -$26K | 0.02% | 405 |
|
|
2018
Q3 | $313K | Sell |
4,694
-458
| -9% | -$31.4K | 0.02% | 426 |
|
|
2018
Q2 | $353K | Sell |
5,152
-1,539
| -23% | -$101K | 0.02% | 415 |
|
|
2018
Q1 | $390K | Sell |
6,691
-514
| -7% | -$29.1K | 0.02% | 393 |
|
|
2017
Q4 | $407K | Sell |
7,205
-655
| -8% | -$34.5K | 0.02% | 381 |
|
|
2017
Q3 | $369K | Sell |
7,860
-403
| -5% | -$18.1K | 0.02% | 399 |
|
|
2017
Q2 | $364K | Sell |
8,263
-604
| -7% | -$26.5K | 0.02% | 411 |
|
|
2017
Q1 | $373K | Sell |
8,867
-1,253
| -12% | -$49.4K | 0.02% | 401 |
|
|
2016
Q4 | $383K | Buy |
+10,120
| New | +$345K | 0.03% | 397 |
|
Other funds holding LW
SP
LCOV