Mount Yale Investment 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
Q2 | $47.3K | Buy |
+912
| New | +$47.3K | ﹤0.01% | 828 |
|
|
2024
Q2 | – | Sell |
-2,183
| Closed | -$233K | – | 553 |
|
|
2024
Q1 | $233K | Buy |
+2,183
| New | +$233K | 0.02% | 494 |
|
|
2023
Q3 | – | Sell |
-2,123
| Closed | -$244K | – | 508 |
|
|
2023
Q2 | $244K | Buy |
+2,123
| New | +$244K | 0.03% | 430 |
|
|
2021
Q2 | – | Sell |
-10,179
| Closed | -$789K | – | 438 |
|
|
2021
Q1 | $789K | Buy |
10,179
+1,126
| +12% | +$87.3K | 0.1% | 206 |
|
|
2020
Q4 | $713K | Buy |
9,053
+418
| +5% | +$32.9K | 0.1% | 212 |
|
|
2020
Q3 | $572K | Sell |
8,635
-10
| -0.1% | -$662 | 0.08% | 230 |
|
|
2020
Q2 | $553K | Buy |
8,645
+2,004
| +30% | +$128K | 0.1% | 214 |
|
|
2020
Q1 | $379K | Buy |
6,641
+863
| +15% | +$49.3K | 0.09% | 220 |
|
|
2019
Q4 | $528K | Sell |
5,778
-334
| -5% | -$30.5K | 0.09% | 184 |
|
|
2019
Q3 | $490K | Sell |
6,112
-50
| -0.8% | -$4.01K | 0.09% | 191 |
|
|
2019
Q2 | $404K | Sell |
6,162
-8
| -0.1% | -$525 | 0.07% | 223 |
|
|
2019
Q1 | $462K | Hold |
6,170
| – | – | 0.09% | 189 |
|
|
2018
Q4 | $434K | Sell |
6,170
-567
| -8% | -$39.9K | 0.09% | 207 |
|
|
2018
Q3 | $544K | Sell |
6,737
-114
| -2% | -$9.21K | 0.1% | 161 |
|
|
2018
Q2 | $469K | Sell |
6,851
-65
| -0.9% | -$4.45K | 0.09% | 182 |
|
|
2018
Q1 | $403K | Buy |
+6,916
| New | +$403K | 0.09% | 211 |
|