OneDigital 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 | $573K | Sell |
11,055
-709
| -6% | -$36.8K | 0.01% | 853 |
|
|
2025
Q1 | $627K | Buy |
11,764
+1,180
| +11% | +$62.9K | 0.01% | 773 |
|
|
2024
Q4 | $707K | Buy |
+10,584
| New | +$707K | 0.01% | 757 |
|
|
2024
Q3 | – | Sell |
-2,981
| Closed | -$251K | – | 1451 |
|
|
2024
Q2 | $251K | Buy |
+2,981
| New | +$251K | ﹤0.01% | 1186 |
|
|
2023
Q4 | – | Sell |
-27,424
| Closed | -$2.54M | – | 1125 |
|
|
2023
Q3 | $2.54M | Hold |
27,424
| – | – | 0.05% | 233 |
|
|
2023
Q2 | $3.15M | Hold |
27,424
| – | – | 0.07% | 203 |
|
|
2023
Q1 | $2.87M | Buy |
27,424
+43
| +0.2% | +$4.49K | 0.07% | 216 |
|
|
2022
Q4 | $2.45M | Buy |
27,381
+44
| +0.2% | +$3.93K | 0.07% | 225 |
|
|
2022
Q3 | $2.12M | Buy |
27,337
+49
| +0.2% | +$3.79K | 0.08% | 178 |
|
|
2022
Q2 | $1.95M | Buy |
27,288
+56
| +0.2% | +$4K | 0.08% | 158 |
|
|
2022
Q1 | $1.63M | Buy |
27,232
+48
| +0.2% | +$2.88K | 0.06% | 193 |
|
|
2021
Q4 | $1.72M | Buy |
27,184
+68
| +0.3% | +$4.31K | 0.06% | 184 |
|
|
2021
Q3 | $1.66M | Buy |
27,116
+73
| +0.3% | +$4.48K | 0.07% | 180 |
|
|
2021
Q2 | $2.18M | Buy |
27,043
+10
| +0% | +$806 | 0.09% | 144 |
|
|
2021
Q1 | $2.1M | Buy |
27,033
+43
| +0.2% | +$3.33K | 0.1% | 144 |
|
|
2020
Q4 | $2.05M | Buy |
26,990
+46
| +0.2% | +$3.5K | 0.11% | 137 |
|
|
2020
Q3 | $1.83M | Buy |
26,944
+55
| +0.2% | +$3.74K | 0.13% | 132 |
|
|
2020
Q2 | $1.85M | Buy |
26,889
+49
| +0.2% | +$3.37K | 0.13% | 143 |
|
|
2020
Q1 | $1.47M | Buy |
26,840
+66
| +0.2% | +$3.62K | 0.13% | 147 |
|
|
2019
Q4 | $2.3M | Sell |
26,774
-473
| -2% | -$40.7K | 0.18% | 116 |
|
|
2019
Q3 | $1.98M | Buy |
27,247
+26,562
| +3,878% | +$1.93M | 0.18% | 114 |
|
|
2019
Q2 | $43K | Sell |
685
-26,776
| -98% | -$1.68M | ﹤0.01% | 598 |
|
|
2019
Q1 | $1.95M | Sell |
27,461
-397
| -1% | -$28.2K | 0.29% | 75 |
|
|
2018
Q4 | $2.05M | Buy |
27,858
+420
| +2% | +$30.9K | 0.35% | 68 |
|
|
2018
Q3 | $1.83M | Sell |
27,438
-96
| -0.3% | -$6.4K | 0.43% | 41 |
|
|
2018
Q2 | $1.9M | Sell |
27,534
-486
| -2% | -$33.5K | 0.4% | 44 |
|
|
2018
Q1 | $1.63M | Hold |
28,020
| – | – | 0.36% | 54 |
|
|
2017
Q4 | $1.58M | Buy |
28,020
+27,620
| +6,905% | +$1.56M | 0.18% | 53 |
|
|
2017
Q3 | $19K | Sell |
400
-2,108
| -84% | -$100K | 0.01% | 662 |
|
|
2017
Q2 | $111K | Buy |
+2,508
| New | +$111K | 0.03% | 294 |
|