Mount Yale 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
2025 Q3	–	Sell	-912	Closed	-$47.3K	–	1213
2025 Q2	$47.3K	Buy	+912	New	+$48.8K	﹤0.01%	829
2024 Q2	–	Sell	-2,183	Closed	-$233K	–	566
2024 Q1	$233K	Buy	+2,183	New	+$227K	0.02%	494
2023 Q3	–	Sell	-2,123	Closed	-$244K	–	510
2023 Q2	$244K	Buy	+2,123	New	+$237K	0.03%	431
2021 Q2	–	Sell	-10,179	Closed	-$789K	–	441
2021 Q1	$789K	Buy	10,179 +1,126	+12%	+$88.8K	0.1%	207
2020 Q4	$713K	Buy	9,053 +418	+5%	+$30.4K	0.1%	212
2020 Q3	$572K	Sell	8,635 -10	-0.1%	-$640	0.08%	232
2020 Q2	$553K	Buy	8,645 +2,004	+30%	+$121K	0.1%	214
2020 Q1	$379K	Buy	6,641 +863	+15%	+$70.9K	0.09%	220
2019 Q4	$528K	Sell	5,778 -334	-5%	-$26.9K	0.09%	186
2019 Q3	$490K	Sell	6,112 -50	-0.8%	-$3.43K	0.09%	191
2019 Q2	$404K	Sell	6,162 -8	-0.1%	-$528	0.07%	223
2019 Q1	$462K	Hold	6,170	–	–	0.09%	189
2018 Q4	$434K	Sell	6,170 -567	-8%	-$43.4K	0.09%	207
2018 Q3	$544K	Sell	6,737 -114	-2%	-$7.82K	0.1%	161
2018 Q2	$469K	Sell	6,851 -65	-0.9%	-$4.25K	0.09%	182
2018 Q1	$403K	Buy	+6,916	New	+$391K	0.09%	211