Valeo 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 |
-3,659
| Closed | -$245K | – | 734 |
|
|
2024
Q4 | $245K | Buy |
+3,659
| New | +$273K | 0.01% | 606 |
|
|
2024
Q1 | – | Sell |
-2,240
| Closed | -$242K | – | 690 |
|
|
2023
Q4 | $242K | Sell |
2,240
-100
| -4% | -$9.63K | 0.01% | 554 |
|
|
2023
Q3 | $216K | Buy |
2,340
+38
| +2% | +$3.85K | 0.01% | 547 |
|
|
2023
Q2 | $265K | Buy |
+2,302
| New | +$257K | 0.01% | 461 |
|
|
2022
Q4 | – | Sell |
-4,335
| Closed | -$335K | – | 587 |
|
|
2022
Q3 | $335K | Hold |
4,335
| – | – | 0.02% | 318 |
|
|
2022
Q2 | $310K | Hold |
4,335
| – | – | 0.02% | 332 |
|
|
2022
Q1 | $260K | Sell |
4,335
-93
| -2% | -$5.78K | 0.01% | 478 |
|
|
2021
Q4 | $281K | Buy |
4,428
+45
| +1% | +$2.6K | 0.02% | 425 |
|
|
2021
Q3 | $269K | Buy |
+4,383
| New | +$297K | 0.02% | 423 |
|
|
2021
Q2 | – | Sell |
-956
| Closed | -$74K | – | 1254 |
|
|
2021
Q1 | $74K | Buy |
956
+252
| +36% | +$19.9K | ﹤0.01% | 720 |
|
|
2020
Q4 | $55K | Hold |
704
| – | – | ﹤0.01% | 742 |
|
|
2020
Q3 | $47K | Sell |
704
-18
| -2% | -$1.15K | ﹤0.01% | 685 |
|
|
2020
Q2 | $46K | Buy |
722
+50
| +7% | +$3.02K | ﹤0.01% | 760 |
|
|
2020
Q1 | $39K | Buy |
672
+133
| +25% | +$10.9K | ﹤0.01% | 679 |
|
|
2019
Q4 | $46K | Hold |
539
| – | – | ﹤0.01% | 685 |
|
|
2019
Q3 | $39K | Sell |
539
-86
| -14% | -$5.9K | ﹤0.01% | 680 |
|
|
2019
Q2 | $40K | Hold |
625
| – | – | ﹤0.01% | 669 |
|
|
2019
Q1 | $47K | Sell |
625
-376
| -38% | -$26.6K | 0.01% | 570 |
|
|
2018
Q4 | $74K | Hold |
1,001
| – | – | 0.01% | 426 |
|
|
2018
Q3 | $78K | Buy |
1,001
+163
| +19% | +$11.2K | 0.01% | 461 |
|
|
2018
Q2 | $59K | Hold |
838
| – | – | 0.01% | 507 |
|
|
2018
Q1 | $49K | Buy |
838
+139
| +20% | +$7.87K | 0.01% | 492 |
|
|
2017
Q4 | $39K | Buy |
699
+167
| +31% | +$8.8K | 0.01% | 518 |
|
|
2017
Q3 | $25K | Buy |
+532
| New | +$23.9K | 0.01% | 523 |
|
Other funds holding LW
JPM
CCP
