United Capital 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
Q1 | – | Sell |
-5,613
| Closed | -$375K | – | 1089 |
|
|
2024
Q4 | $375K | Buy |
5,613
+1,668
| +42% | +$111K | ﹤0.01% | 811 |
|
|
2024
Q3 | $255K | Buy |
3,945
+462
| +13% | +$29.9K | ﹤0.01% | 932 |
|
|
2024
Q2 | $293K | Buy |
+3,483
| New | +$293K | ﹤0.01% | 861 |
|
|
2020
Q3 | – | Sell |
-9,440
| Closed | -$604K | – | 1194 |
|
|
2020
Q2 | $604K | Buy |
+9,440
| New | +$604K | ﹤0.01% | 798 |
|
|
2020
Q1 | – | Sell |
-69,595
| Closed | -$5.99M | – | 1286 |
|
|
2019
Q4 | $5.99M | Sell |
69,595
-12,248
| -15% | -$1.05M | 0.04% | 393 |
|
|
2019
Q3 | $5.95M | Buy |
81,843
+25,539
| +45% | +$1.86M | 0.04% | 369 |
|
|
2019
Q2 | $3.57M | Sell |
56,304
-32,482
| -37% | -$2.06M | 0.02% | 479 |
|
|
2019
Q1 | $6.65M | Buy |
88,786
+78,821
| +791% | +$5.91M | 0.05% | 355 |
|
|
2018
Q4 | $733K | Sell |
9,965
-314
| -3% | -$23.1K | 0.01% | 792 |
|
|
2018
Q3 | $685K | Buy |
10,279
+29
| +0.3% | +$1.93K | ﹤0.01% | 887 |
|
|
2018
Q2 | $702K | Buy |
10,250
+39
| +0.4% | +$2.67K | 0.01% | 852 |
|
|
2018
Q1 | $594K | Sell |
10,211
-419
| -4% | -$24.4K | ﹤0.01% | 916 |
|
|
2017
Q4 | $600K | Sell |
10,630
-644
| -6% | -$36.4K | ﹤0.01% | 910 |
|
|
2017
Q3 | $529K | Sell |
11,274
-372
| -3% | -$17.5K | ﹤0.01% | 939 |
|
|
2017
Q2 | $513K | Sell |
11,646
-2,007
| -15% | -$88.4K | ﹤0.01% | 917 |
|
|
2017
Q1 | $574K | Sell |
13,653
-247
| -2% | -$10.4K | 0.01% | 882 |
|
|
2016
Q4 | $526K | Buy |
+13,900
| New | +$526K | 0.01% | 927 |
|