Sendero 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
2023
Q2
Sell
-2,695
Closed -$282K 152
2023
Q1
$282K Sell
2,695
-1,335
-33% -$140K 0.09% 91
2022
Q4
$360K Sell
4,030
-845
-17% -$75.5K 0.13% 78
2022
Q3
$377K Sell
4,875
-275
-5% -$21.3K 0.16% 71
2022
Q2
$368K Buy
+5,150
New +$368K 0.35% 67