Annex Advisory Services’s Lam Research LRCX Stock Holding History

Annex Advisory Services’s Portfolio LRCX Stock Details LRCX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-5,770	Closed	-$614K	–	299
2024 Q2	$614K	Buy	5,770 +650	+13%	+$69.2K	0.02%	169
2024 Q1	$497K	Sell	5,120 -2,490	-33%	-$242K	0.02%	179
2023 Q4	$596K	Buy	7,610 +2,460	+48%	+$193K	0.02%	158
2023 Q3	$323K	Sell	5,150 -210	-4%	-$13.2K	0.02%	178
2023 Q2	$345K	Hold	5,360	–	–	0.02%	173
2023 Q1	$284K	Sell	5,360 -70	-1%	-$3.71K	0.02%	187
2022 Q4	$228K	Sell	5,430 -60	-1%	-$2.52K	0.01%	223
2022 Q3	$201K	Sell	5,490 -20	-0.4%	-$732	0.01%	222
2022 Q2	$235K	Buy	5,510 +100	+2%	+$4.27K	0.02%	224
2022 Q1	$291K	Buy	5,410 +50	+0.9%	+$2.69K	0.02%	199
2021 Q4	$385K	Buy	5,360 +20	+0.4%	+$1.44K	0.03%	172
2021 Q3	$304K	Sell	5,340 -7,020	-57%	-$400K	0.02%	167
2021 Q2	$804K	Sell	12,360 -200	-2%	-$13K	0.07%	126
2021 Q1	$747K	Buy	12,560 +150	+1%	+$8.92K	0.07%	122
2020 Q4	$586K	Buy	12,410 +70	+0.6%	+$3.31K	0.06%	125
2020 Q3	$409K	Sell	12,340 -250	-2%	-$8.29K	0.05%	93
2020 Q2	$407K	Buy	12,590 +250	+2%	+$8.08K	0.06%	90
2020 Q1	$297K	Hold	12,340	–	–	0.04%	102
2019 Q4	$360K	Hold	12,340	–	–	0.04%	99
2019 Q3	$286K	Sell	12,340 -1,490	-11%	-$34.5K	0.04%	102
2019 Q2	$260K	Sell	13,830 -78,870	-85%	-$1.48M	0.04%	101
2019 Q1	$1.66M	Buy	92,700 +2,980	+3%	+$53.3K	0.25%	48
2018 Q4	$1.22M	Buy	89,720 +12,960	+17%	+$177K	0.19%	66
2018 Q3	$1.16M	Buy	76,760 +7,890	+11%	+$120K	0.18%	64
2018 Q2	$1.19M	Buy	68,870 +4,660	+7%	+$80.5K	0.2%	63
2018 Q1	$1.31M	Buy	64,210 +5,840	+10%	+$119K	0.24%	52
2017 Q4	$1.07M	Buy	58,370 +2,380	+4%	+$43.8K	0.2%	56
2017 Q3	$1.04M	Buy	55,990 +1,920	+4%	+$35.5K	0.21%	52
2017 Q2	$765K	Sell	54,070 -12,440	-19%	-$176K	0.17%	62
2017 Q1	$854K	Buy	66,510 +4,710	+8%	+$60.5K	0.21%	45
2016 Q4	$653K	Buy	+61,800	New	+$653K	0.16%	57