Nicola 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-167,300
| Closed | -$8.92M | – | 110 |
|
|
2025
Q1 | $8.92M | Hold |
167,300
| – | – | 0.87% | 46 |
|
|
2024
Q4 | $11.2M | Buy |
167,300
+67,300
| +67% | +$4.5M | 1.06% | 40 |
|
|
2024
Q3 | $6.47M | Buy |
+100,000
| New | +$6.47M | 0.51% | 52 |
|
|
2022
Q3 | – | Sell |
-11,208
| Closed | -$802K | – | 144 |
|
|
2022
Q2 | $802K | Sell |
11,208
-1,756
| -14% | -$126K | 0.08% | 114 |
|
|
2022
Q1 | $776K | Hold |
12,964
| – | – | 0.07% | 109 |
|
|
2021
Q4 | $824K | Buy |
12,964
+1,538
| +13% | +$97.8K | 0.08% | 106 |
|
|
2021
Q3 | $701K | Sell |
11,426
-5,872
| -34% | -$360K | 0.07% | 104 |
|
|
2021
Q2 | $1.4M | Sell |
17,298
-3,301
| -16% | -$266K | 0.14% | 102 |
|
|
2021
Q1 | $1.6M | Sell |
20,599
-20,412
| -50% | -$1.58M | 0.18% | 100 |
|
|
2020
Q4 | $3.23M | Hold |
41,011
| – | – | 0.4% | 76 |
|
|
2020
Q3 | $2.72M | Buy |
41,011
+6,378
| +18% | +$423K | 0.39% | 77 |
|
|
2020
Q2 | $2.21M | Hold |
34,633
| – | – | 0.31% | 84 |
|
|
2020
Q1 | $2.78M | Buy |
34,633
+5,800
| +20% | +$466K | 0.42% | 79 |
|
|
2019
Q4 | $3.22M | Hold |
28,833
| – | – | 0.48% | 78 |
|
|
2019
Q3 | $2.78M | Buy |
28,833
+11,800
| +69% | +$1.14M | 0.44% | 77 |
|
|
2019
Q2 | $1.41M | Buy |
17,033
+4,200
| +33% | +$348K | 0.23% | 84 |
|
|
2019
Q1 | $1.29M | Buy |
12,833
+2,500
| +24% | +$250K | 0.19% | 96 |
|
|
2018
Q4 | $1.04M | Hold |
10,333
| – | – | 0.17% | 99 |
|
|
2018
Q3 | $889K | Buy |
10,333
+900
| +10% | +$77.4K | 0.15% | 93 |
|
|
2018
Q2 | $850K | Hold |
9,433
| – | – | 0.17% | 91 |
|
|
2018
Q1 | $549K | Buy |
+9,433
| New | +$549K | 0.11% | 100 |
|