Perigon 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
Q2 | – | Sell |
-1,973
| Closed | -$210K | – | 893 |
|
|
2024
Q1 | $210K | Buy |
+1,973
| New | +$210K | 0.01% | 795 |
|
|
2021
Q1 | – | Sell |
-315
| Closed | -$25K | – | 797 |
|
|
2020
Q4 | $25K | Buy |
+315
| New | +$25K | ﹤0.01% | 958 |
|
|
2018
Q2 | – | Sell |
-333
| Closed | -$19K | – | 461 |
|
|
2018
Q1 | $19K | Hold |
333
| – | – | 0.01% | 446 |
|
|
2017
Q4 | $19K | Hold |
333
| – | – | 0.01% | 411 |
|
|
2017
Q3 | $16K | Sell |
333
-66
| -17% | -$3.17K | 0.01% | 466 |
|
|
2017
Q2 | $18K | Hold |
399
| – | – | ﹤0.01% | 457 |
|
|
2017
Q1 | $17K | Hold |
399
| – | – | ﹤0.01% | 482 |
|
|
2016
Q4 | $16K | Buy |
+399
| New | +$16K | ﹤0.01% | 498 |
|