WealthPLAN Partners’s Lamb Weston LW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,517
| Closed | -$296K | – | 280 |
|
|
2024
Q2 | $296K | Sell |
3,517
-22
| -0.6% | -$1.85K | 0.03% | 255 |
|
|
2024
Q1 | $377K | Buy |
3,539
+1
| +0% | +$107 | 0.04% | 228 |
|
|
2023
Q4 | $382K | Sell |
3,538
-1,048
| -23% | -$113K | 0.04% | 246 |
|
|
2023
Q3 | $424K | Buy |
4,586
+2,416
| +111% | +$223K | 0.05% | 226 |
|
|
2023
Q2 | $249K | Sell |
2,170
-562
| -21% | -$64.6K | 0.04% | 262 |
|
|
2023
Q1 | $286K | Sell |
2,732
-4,830
| -64% | -$505K | 0.03% | 258 |
|
|
2022
Q4 | $751K | Buy |
+7,562
| New | +$751K | 0.05% | 204 |
|
|
2022
Q1 | $513K | Buy |
7,767
+144
| +2% | +$9.51K | 0.04% | 245 |
|
|
2021
Q4 | $489K | Hold |
7,623
| – | – | 0.03% | 255 |
|
|
2021
Q3 | $430K | Buy |
7,623
+16
| +0.2% | +$903 | 0.03% | 270 |
|
|
2021
Q2 | $503K | Buy |
7,607
+495
| +7% | +$32.7K | 0.04% | 234 |
|
|
2021
Q1 | $561K | Sell |
7,112
-21
| -0.3% | -$1.66K | 0.04% | 209 |
|
|
2020
Q4 | $565K | Buy |
7,133
+8
| +0.1% | +$634 | 0.05% | 201 |
|
|
2020
Q3 | $509K | Buy |
7,125
+9
| +0.1% | +$643 | 0.05% | 194 |
|
|
2020
Q2 | $460K | Buy |
7,116
+8
| +0.1% | +$517 | 0.05% | 194 |
|
|
2020
Q1 | $387K | Buy |
7,108
+7
| +0.1% | +$381 | 0.05% | 178 |
|
|
2019
Q4 | $671K | Sell |
7,101
-1,597
| -18% | -$151K | 0.08% | 139 |
|
|
2019
Q3 | $705K | Buy |
8,698
+4,101
| +89% | +$332K | 0.1% | 128 |
|
|
2019
Q2 | $309K | Buy |
4,597
+13
| +0.3% | +$874 | 0.05% | 180 |
|
|
2019
Q1 | $307K | Buy |
4,584
+10
| +0.2% | +$670 | 0.05% | 198 |
|
|
2018
Q4 | $318K | Sell |
4,574
-227
| -5% | -$15.8K | 0.05% | 188 |
|
|
2018
Q3 | $387K | Buy |
4,801
+11
| +0.2% | +$887 | 0.07% | 168 |
|
|
2018
Q2 | $328K | Sell |
4,790
-385
| -7% | -$26.4K | 0.07% | 184 |
|
|
2018
Q1 | $302K | Buy |
5,175
+493
| +11% | +$28.8K | 0.07% | 204 |
|
|
2017
Q4 | $264K | Hold |
4,682
| – | – | 0.07% | 170 |
|
|
2017
Q3 | $220K | Hold |
4,682
| – | – | 0.06% | 172 |
|
|
2017
Q2 | $206K | Buy |
+4,682
| New | +$206K | 0.06% | 168 |
|