Waldron Private Wealth’s Lamb Weston LW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-6,395
| Closed | -$691K | – | 443 |
|
2023
Q4 | $691K | Buy |
6,395
+16
| +0.3% | +$1.73K | 0.03% | 194 |
|
2023
Q3 | $590K | Sell |
6,379
-22
| -0.3% | -$2.03K | 0.03% | 200 |
|
2023
Q2 | $736K | Sell |
6,401
-119
| -2% | -$13.7K | 0.04% | 184 |
|
2023
Q1 | $681K | Buy |
6,520
+3,702
| +131% | +$387K | 0.03% | 215 |
|
2022
Q4 | $218K | Hold |
2,818
| – | – | 0.01% | 345 |
|
2022
Q3 | $218K | Buy |
+2,818
| New | +$218K | 0.01% | 347 |
|