WealthPlan Investment Management’s Lamb Weston LW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $286K | Buy |
5,525
+16
| +0.3% | +$830 | 0.02% | 295 |
|
|
2025
Q1 | $294K | Buy |
5,509
+55
| +1% | +$2.93K | 0.03% | 224 |
|
|
2024
Q4 | $364K | Sell |
5,454
-25
| -0.5% | -$1.67K | 0.04% | 203 |
|
|
2024
Q3 | $355K | Buy |
5,479
+3,039
| +125% | +$197K | 0.04% | 183 |
|
|
2024
Q2 | $205K | Buy |
2,440
+3
| +0.1% | +$252 | 0.03% | 179 |
|
|
2024
Q1 | $260K | Sell |
2,437
-16
| -0.7% | -$1.71K | 0.04% | 165 |
|
|
2023
Q4 | $265K | Buy |
2,453
+7
| +0.3% | +$757 | 0.04% | 160 |
|
|
2023
Q3 | $226K | Buy |
2,446
+58
| +2% | +$5.36K | 0.04% | 159 |
|
|
2023
Q2 | $275K | Buy |
2,388
+6
| +0.3% | +$690 | 0.08% | 118 |
|
|
2023
Q1 | $249K | Sell |
2,382
-5,221
| -69% | -$546K | 0.04% | 148 |
|
|
2022
Q4 | $757K | Buy |
7,603
+22
| +0.3% | +$2.19K | 0.05% | 202 |
|
|
2022
Q3 | $660K | Buy |
+7,581
| New | +$660K | 0.05% | 205 |
|
|
2022
Q1 | $513K | Buy |
+7,767
| New | +$513K | 0.04% | 245 |
|