Number of Shares
147,420.00
Current Holdings Value*
$13.63 Mil
% of Portfolio
1.04%
Total Estimate Gain
$-7.29 Mil
% of Total Estimate Gain
-48.79%

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 $51.92, Polaris Wealth Advisory Group, LLC's estimated gain on his LW holdings is $-7.29 Mil, reflecting a -48.79% gain to date.

Polaris Wealth Advisory Group, LLC LW ($51.92) Holding Chart

Polaris Wealth Advisory Group, LLC LW ($51.92) 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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