United Capital Financial 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 Q1	–	Sell	-5,613	Closed	-$375K	–	1098
2024 Q4	$375K	Buy	5,613 +1,668	+42%	+$124K	﹤0.01%	819
2024 Q3	$255K	Buy	3,945 +462	+13%	+$30.5K	﹤0.01%	932
2024 Q2	$293K	Buy	+3,483	New	+$297K	﹤0.01%	867
2020 Q3	–	Sell	-9,440	Closed	-$604K	–	1200
2020 Q2	$604K	Buy	+9,440	New	+$570K	﹤0.01%	803
2020 Q1	–	Sell	-69,595	Closed	-$5.99M	–	1297
2019 Q4	$5.99M	Sell	69,595 -12,248	-15%	-$987K	0.04%	394
2019 Q3	$5.95M	Buy	81,843 +25,539	+45%	+$1.75M	0.04%	370
2019 Q2	$3.57M	Sell	56,304 -32,482	-37%	-$2.14M	0.02%	481
2019 Q1	$6.65M	Buy	88,786 +78,821	+791%	+$5.58M	0.05%	357
2018 Q4	$733K	Sell	9,965 -314	-3%	-$24K	0.01%	792
2018 Q3	$685K	Buy	10,279 +29	+0.3%	+$1.99K	﹤0.01%	887
2018 Q2	$702K	Buy	10,250 +39	+0.4%	+$2.55K	0.01%	852
2018 Q1	$594K	Sell	10,211 -419	-4%	-$23.7K	﹤0.01%	916
2017 Q4	$600K	Sell	10,630 -644	-6%	-$33.9K	﹤0.01%	910
2017 Q3	$529K	Sell	11,274 -372	-3%	-$16.7K	﹤0.01%	939
2017 Q2	$513K	Sell	11,646 -2,007	-15%	-$88.2K	﹤0.01%	917
2017 Q1	$574K	Sell	13,653 -247	-2%	-$9.74K	0.01%	882
2016 Q4	$526K	Buy	+13,900	New	+$474K	0.01%	927