Summit Financial Wealth Advisors’s Lamb Weston LW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $851K | Hold |
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|
2025
Q2 | $712K | Hold |
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|
2025
Q1 | $732K | Hold |
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|
2024
Q4 | $828K | Buy |
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|
2024
Q3 | $878K | Hold |
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|
2024
Q2 | $1.14M | Hold |
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|
2024
Q1 | $1.44M | Buy |
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|
2023
Q4 | $1.45M | Hold |
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|
2023
Q3 | $1.25M | Buy |
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|
2023
Q2 | $1.54M | Hold |
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|
2023
Q1 | $1.4M | Buy |
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|
2022
Q4 | $1.18M | Hold |
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|
2022
Q3 | $1.12M | Hold |
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|
2022
Q2 | $989K | Hold |
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|
2022
Q1 | $792K | Buy |
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|
2021
Q4 | $826K | Hold |
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|
2021
Q3 | $801K | Hold |
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|
2021
Q2 | $1.05M | Buy |
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|
2021
Q1 | $1.02M | Buy |
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|
2020
Q4 | $853K | Sell |
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|
2020
Q3 | $849K | Hold |
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|
2020
Q2 | $799K | Hold |
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|
2020
Q1 | $670K | Hold |
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|
2019
Q4 | $1.17M | Buy |
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|
2019
Q3 | $967K | Hold |
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|
2019
Q2 | $805K | Buy |
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