Schechter 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
Q1 | – | Sell |
-4,558
| Closed | -$305K | – | 668 |
|
|
2024
Q4 | $305K | Buy |
4,558
+124
| +3% | +$8.29K | 0.02% | 491 |
|
|
2024
Q3 | $287K | Sell |
4,434
-464
| -9% | -$30K | 0.02% | 507 |
|
|
2024
Q2 | $412K | Buy |
4,898
+911
| +23% | +$76.6K | 0.03% | 414 |
|
|
2024
Q1 | $425K | Buy |
3,987
+12
| +0.3% | +$1.28K | 0.03% | 416 |
|
|
2023
Q4 | $430K | Buy |
3,975
+6
| +0.2% | +$649 | 0.04% | 384 |
|
|
2023
Q3 | $367K | Sell |
3,969
-105
| -3% | -$9.71K | 0.04% | 405 |
|
|
2023
Q2 | $468K | Buy |
4,074
+44
| +1% | +$5.06K | 0.04% | 396 |
|
|
2023
Q1 | $421K | Sell |
4,030
-935
| -19% | -$97.7K | 0.04% | 449 |
|
|
2022
Q4 | $444K | Buy |
4,965
+77
| +2% | +$6.88K | 0.04% | 528 |
|
|
2022
Q3 | $379K | Buy |
+4,888
| New | +$379K | 0.04% | 603 |
|