AWA
Alta Wealth Advisors’s Lam Research LRCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-15,845
| Closed | -$1.15M | – | 132 |
|
|
2025
Q1 | $1.15M | Sell |
15,845
-2,025
| -11% | -$147K | 0.53% | 46 |
|
|
2024
Q4 | $1.29M | Buy |
17,870
+16,081
| +899% | +$1.16M | 0.56% | 43 |
|
|
2024
Q3 | $1.46M | Sell |
1,789
-5
| -0.3% | -$4.08K | 0.67% | 35 |
|
|
2024
Q2 | $1.91M | Buy |
1,794
+2
| +0.1% | +$2.13K | 0.95% | 21 |
|
|
2024
Q1 | $1.74M | Sell |
1,792
-207
| -10% | -$201K | 0.88% | 26 |
|
|
2023
Q4 | $1.57M | Buy |
1,999
+138
| +7% | +$108K | 0.87% | 29 |
|
|
2023
Q3 | $1.17M | Buy |
1,861
+44
| +2% | +$27.6K | 0.71% | 38 |
|
|
2023
Q2 | $1.17M | Sell |
1,817
-10
| -0.5% | -$6.43K | 0.69% | 43 |
|
|
2023
Q1 | $969K | Buy |
1,827
+112
| +7% | +$59.4K | 0.61% | 46 |
|
|
2022
Q4 | $721K | Sell |
1,715
-120
| -7% | -$50.4K | 0.49% | 69 |
|
|
2022
Q3 | $672K | Sell |
1,835
-95
| -5% | -$34.8K | 0.48% | 61 |
|
|
2022
Q2 | $825K | Sell |
1,930
-2
| -0.1% | -$855 | 0.57% | 49 |
|
|
2022
Q1 | $1.04M | Sell |
1,932
-53
| -3% | -$28.5K | 0.62% | 45 |
|
|
2021
Q4 | $1.43M | Sell |
1,985
-15
| -0.8% | -$10.8K | 0.88% | 29 |
|
|
2021
Q3 | $1.14M | Hold |
2,000
| – | – | 0.83% | 32 |
|
|
2021
Q2 | $1.3M | Buy |
2,000
+50
| +3% | +$32.5K | 0.95% | 27 |
|
|
2021
Q1 | $1.16M | Hold |
1,950
| – | – | 0.97% | 27 |
|
|
2020
Q4 | $921K | Buy |
+1,950
| New | +$921K | 0.77% | 44 |
|