9258 Wealth Management’s Lam Research LRCX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-2,080
Closed -$221K 360
2024
Q2
$221K Sell
2,080
-330
-14% -$35.1K 0.03% 315
2024
Q1
$234K Sell
2,410
-350
-13% -$34K 0.04% 299
2023
Q4
$216K Sell
2,760
-600
-18% -$47K 0.04% 297
2023
Q3
$211K Sell
3,360
-770
-19% -$48.3K 0.04% 297
2023
Q2
$266K Sell
4,130
-30
-0.7% -$1.93K 0.05% 267
2023
Q1
$221K Buy
+4,160
New +$221K 0.04% 294