AWM
AllSquare Wealth Management’s Lam Research LRCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $74.4K | Hold |
764
| – | – | 0.04% | 182 |
|
|
2025
Q1 | $55.5K | Buy |
+764
| New | +$55.5K | 0.03% | 202 |
|
|
2023
Q3 | – | Sell |
-1
| Closed | -$630 | – | 564 |
|
|
2023
Q2 | $630 | Hold |
1
| – | – | ﹤0.01% | 514 |
|
|
2023
Q1 | $530 | Sell |
1
-75
| -99% | -$39.8K | ﹤0.01% | 511 |
|
|
2022
Q4 | $31.9K | Hold |
76
| – | – | 0.02% | 245 |
|
|
2022
Q3 | $28K | Sell |
76
-18
| -19% | -$6.63K | 0.02% | 249 |
|
|
2022
Q2 | $40K | Hold |
94
| – | – | 0.03% | 226 |
|
|
2022
Q1 | $51K | Buy |
94
+9
| +11% | +$4.88K | 0.03% | 224 |
|
|
2021
Q4 | $61K | Sell |
85
-15
| -15% | -$10.8K | 0.04% | 197 |
|
|
2021
Q3 | $57K | Hold |
100
| – | – | 0.03% | 210 |
|
|
2021
Q2 | $65K | Sell |
100
-3
| -3% | -$1.95K | 0.04% | 200 |
|
|
2021
Q1 | $61K | Sell |
103
-6
| -6% | -$3.55K | 0.04% | 197 |
|
|
2020
Q4 | $51K | Sell |
109
-27
| -20% | -$12.6K | 0.03% | 196 |
|
|
2020
Q3 | $45K | Hold |
136
| – | – | 0.03% | 200 |
|
|
2020
Q2 | $44K | Sell |
136
-18
| -12% | -$5.82K | 0.03% | 191 |
|
|
2020
Q1 | $37K | Hold |
154
| – | – | 0.03% | 189 |
|
|
2019
Q4 | $45K | Sell |
154
-69
| -31% | -$20.2K | 0.03% | 193 |
|
|
2019
Q3 | $52K | Sell |
223
-30
| -12% | -$7K | 0.04% | 185 |
|
|
2019
Q2 | $48K | Hold |
253
| – | – | 0.04% | 194 |
|
|
2019
Q1 | $45K | Sell |
253
-45
| -15% | -$8K | 0.03% | 201 |
|
|
2018
Q4 | $41K | Buy |
298
+84
| +39% | +$11.6K | 0.03% | 187 |
|
|
2018
Q3 | $32K | Buy |
214
+43
| +25% | +$6.43K | 0.02% | 220 |
|
|
2018
Q2 | $30K | Hold |
171
| – | – | 0.02% | 232 |
|
|
2018
Q1 | $35K | Buy |
171
+18
| +12% | +$3.68K | 0.03% | 179 |
|
|
2017
Q4 | $28K | Sell |
153
-7
| -4% | -$1.28K | 0.02% | 203 |
|
|
2017
Q3 | $30K | Buy |
+160
| New | +$30K | 0.02% | 193 |
|
|
2017
Q2 | – | Sell |
-232
| Closed | -$30K | – | 304 |
|
|
2017
Q1 | $30K | Buy |
+232
| New | +$30K | 0.03% | 176 |
|