Williams Jones Wealth 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 | $451K | Sell |
8,691
-430
| -5% | -$22.3K | 0.01% | 365 |
|
|
2025
Q1 | $486K | Hold |
9,121
| – | – | 0.01% | 338 |
|
|
2024
Q4 | $610K | Hold |
9,121
| – | – | 0.01% | 315 |
|
|
2024
Q3 | $590K | Sell |
9,121
-200
| -2% | -$12.9K | 0.01% | 325 |
|
|
2024
Q2 | $784K | Sell |
9,321
-100
| -1% | -$8.41K | 0.01% | 283 |
|
|
2024
Q1 | $1M | Hold |
9,421
| – | – | 0.01% | 262 |
|
|
2023
Q4 | $1.02M | Hold |
9,421
| – | – | 0.01% | 258 |
|
|
2023
Q3 | $871K | Sell |
9,421
-1,100
| -10% | -$102K | 0.01% | 262 |
|
|
2023
Q2 | $1.21M | Buy |
10,521
+1,098
| +12% | +$126K | 0.02% | 238 |
|
|
2023
Q1 | $985K | Buy |
9,423
+2
| +0% | +$209 | 0.02% | 282 |
|
|
2022
Q4 | $842K | Sell |
9,421
-1
| -0% | -$89 | 0.01% | 290 |
|
|
2022
Q3 | $729K | Sell |
9,422
-138
| -1% | -$10.7K | 0.01% | 309 |
|
|
2022
Q2 | $683K | Buy |
+9,560
| New | +$683K | 0.01% | 321 |
|