SPC
LW icon

Sigma Planning Corp’s Lamb Weston LW Stock Holding History

Sigma Planning Corp’s Portfolio LW Stock Details LW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-5,605
Closed -$299K – 1308
2025
Q1 		$299K Buy
5,605
+384
+7% +$21.7K 0.01% 947
2024
Q4 		$349K Hold
5,221
– – 0.01% 877
2024
Q3 		$338K Buy
5,221
+2,764
+112% +$183K 0.01% 910
2024
Q2 		$207K Buy
+2,457
New +$210K 0.01% 1075
2022
Q1 		– Sell
-4,581
Closed -$290K – 1447
2021
Q4 		$290K Buy
+4,581
New +$264K 0.01% 1100

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Geode Capital Management
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CCP
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Invesco
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Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return