Plante Moran Financial 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 | $1.09K | Sell |
21
-503
| -96% | -$26.1K | ﹤0.01% | 693 |
|
2025
Q1 | $27.9K | Hold |
524
| – | – | ﹤0.01% | 434 |
|
2024
Q4 | $35K | Sell |
524
-1,103
| -68% | -$73.7K | ﹤0.01% | 403 |
|
2024
Q3 | $105K | Buy |
1,627
+1,003
| +161% | +$64.9K | 0.01% | 277 |
|
2024
Q2 | $52.5K | Hold |
624
| – | – | 0.01% | 332 |
|
2024
Q1 | $66.5K | Buy |
624
+603
| +2,871% | +$64.2K | 0.01% | 297 |
|
2023
Q4 | $2.27K | Hold |
21
| – | – | ﹤0.01% | 712 |
|
2023
Q3 | $1.94K | Sell |
21
-115
| -85% | -$10.6K | ﹤0.01% | 662 |
|
2023
Q2 | $15.6K | Buy |
136
+115
| +548% | +$13.2K | ﹤0.01% | 492 |
|
2023
Q1 | $2.2K | Buy |
+21
| New | +$2.2K | ﹤0.01% | 700 |
|
2022
Q3 | – | Sell |
-104
| Closed | -$7K | – | 990 |
|
2022
Q2 | $7K | Hold |
104
| – | – | ﹤0.01% | 660 |
|
2022
Q1 | $6K | Hold |
104
| – | – | ﹤0.01% | 658 |
|
2021
Q4 | $7K | Hold |
104
| – | – | ﹤0.01% | 757 |
|
2021
Q3 | $6K | Buy |
+104
| New | +$6K | ﹤0.01% | 765 |
|
2021
Q1 | – | Sell |
-66
| Closed | -$5K | – | 1079 |
|
2020
Q4 | $5K | Buy |
+66
| New | +$5K | ﹤0.01% | 698 |
|
2020
Q1 | – | Sell |
-172
| Closed | -$15K | – | 799 |
|
2019
Q4 | $15K | Buy |
+172
| New | +$15K | 0.01% | 503 |
|
2018
Q3 | – | Sell |
-16
| Closed | -$1K | – | 813 |
|
2018
Q2 | $1K | Sell |
16
-19
| -54% | -$1.19K | ﹤0.01% | 767 |
|
2018
Q1 | $2K | Sell |
35
-33
| -49% | -$1.89K | ﹤0.01% | 845 |
|
2017
Q4 | $4K | Buy |
68
+49
| +258% | +$2.88K | ﹤0.01% | 723 |
|
2017
Q3 | $1K | Hold |
19
| – | – | ﹤0.01% | 775 |
|
2017
Q2 | $1K | Sell |
19
-166
| -90% | -$8.74K | ﹤0.01% | 792 |
|
2017
Q1 | $8K | Sell |
185
-248
| -57% | -$10.7K | ﹤0.01% | 618 |
|
2016
Q4 | $16K | Buy |
+433
| New | +$16K | 0.01% | 510 |
|