Mattern Wealth Management’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 |
-2,768
| Closed | -$233K | – | 178 |
|
|
2024
Q2 | $233K | Hold |
2,768
| – | – | 0.06% | 161 |
|
|
2024
Q1 | $295K | Hold |
2,768
| – | – | 0.07% | 141 |
|
|
2023
Q4 | $299K | Hold |
2,768
| – | – | 0.08% | 138 |
|
|
2023
Q3 | $256K | Hold |
2,768
| – | – | 0.08% | 145 |
|
|
2023
Q2 | $318K | Hold |
2,768
| – | – | 0.09% | 132 |
|
|
2023
Q1 | $289K | Hold |
2,768
| – | – | 0.1% | 143 |
|
|
2022
Q4 | $247K | Hold |
2,768
| – | – | 0.1% | 142 |
|
|
2022
Q3 | $214K | Buy |
+2,768
| New | +$214K | 0.09% | 148 |
|
|
2021
Q3 | – | Sell |
-2,768
| Closed | -$215K | – | 169 |
|
|
2021
Q2 | $215K | Hold |
2,768
| – | – | 0.07% | 159 |
|
|
2021
Q1 | $214K | Hold |
2,768
| – | – | 0.08% | 148 |
|
|
2020
Q4 | $218K | Buy |
+2,768
| New | +$218K | 0.08% | 147 |
|
|
2020
Q1 | – | Sell |
-2,766
| Closed | -$238K | – | 129 |
|
|
2019
Q4 | $238K | Buy |
+2,766
| New | +$238K | 0.14% | 119 |
|