AWM
Affinity Wealth Management’s Lam Research LRCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $328K | Hold |
3,370
| – | – | 0.05% | 74 |
|
|
2025
Q1 | $245K | Hold |
3,370
| – | – | 0.05% | 86 |
|
|
2024
Q4 | $243K | Buy |
3,370
+2,934
| +673% | +$212K | 0.04% | 92 |
|
|
2024
Q3 | $356K | Hold |
436
| – | – | 0.06% | 73 |
|
|
2024
Q2 | $464K | Hold |
436
| – | – | 0.08% | 61 |
|
|
2024
Q1 | $424K | Sell |
436
-40
| -8% | -$38.9K | 0.08% | 64 |
|
|
2023
Q4 | $373K | Hold |
476
| – | – | 0.08% | 65 |
|
|
2023
Q3 | $298K | Hold |
476
| – | – | 0.07% | 76 |
|
|
2023
Q2 | $306K | Buy |
476
+53
| +13% | +$34.1K | 0.07% | 78 |
|
|
2023
Q1 | $224K | Buy |
+423
| New | +$224K | 0.05% | 102 |
|
|
2022
Q2 | – | Sell |
-427
| Closed | -$201K | – | 107 |
|
|
2022
Q1 | $201K | Hold |
427
| – | – | 0.04% | 103 |
|
|
2021
Q4 | $283K | Hold |
427
| – | – | 0.06% | 92 |
|
|
2021
Q3 | $235K | Hold |
427
| – | – | 0.05% | 107 |
|
|
2021
Q2 | $272K | Hold |
427
| – | – | 0.05% | 84 |
|
|
2021
Q1 | $262K | Hold |
427
| – | – | 0.05% | 83 |
|
|
2020
Q4 | $248K | Buy |
+427
| New | +$248K | 0.05% | 83 |
|
|
2020
Q1 | – | Sell |
-865
| Closed | -$253K | – | 79 |
|
|
2019
Q4 | $253K | Buy |
+865
| New | +$253K | 0.09% | 85 |
|