Polaris Wealth Advisory Group, LLC LW Holdings History
Number of Shares
147,420.00
Current Holdings Value*
$13.63 Mil
% of Portfolio
1.04%
Total Estimate Gain
$-7.21 Mil
% of Total Estimate Gain
-48.25%
Polaris Wealth Advisory Group, LLC's Lamb Weston Holdings Inc Holding Summary
As of 2023-09-30, Polaris Wealth Advisory Group, LLC held 147,420.00 shares of Lamb Weston Holdings Inc(LW), totaling $13.63 Mil. This investment constitutes 1.04% of their stock portfolio, and Polaris Wealth Advisory Group, LLC now holds 0.1% of the outstanding Lamb Weston Holdings Inc(LW) stock.
The initial trade took place in 2023Q3. And since then Polaris Wealth Advisory Group, LLC has made 1 purchases of LW, at an average price of $101.39, for a total of 147,420.00 shares. Based on historical transaction data and LW's current price of $52.47, Polaris Wealth Advisory Group, LLC's estimated gain on his LW holdings is $-7.21 Mil, reflecting a -48.25% gain to date.
Polaris Wealth Advisory Group, LLC LW ($52.47) Holding Chart
Polaris Wealth Advisory Group, LLC LW ($52.47) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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