Annis Gardner Whiting Capital Advisors’s Lam Research LRCX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $759K | Buy |
7,780
+444
| +6% | +$43.3K | 0.26% | 78 |
|
|
2025
Q1 | $535K | Sell |
7,336
-189
| -3% | -$13.8K | 0.23% | 92 |
|
|
2024
Q4 | $545K | Sell |
7,525
-205
| -3% | -$14.9K | 0.15% | 121 |
|
|
2024
Q3 | $633K | Sell |
7,730
-240
| -3% | -$19.6K | 0.18% | 104 |
|
|
2024
Q2 | $850K | Sell |
7,970
-30
| -0.4% | -$3.2K | 0.24% | 78 |
|
|
2024
Q1 | $779K | Sell |
8,000
-3,330
| -29% | -$324K | 0.28% | 71 |
|
|
2023
Q4 | $890K | Sell |
11,330
-340
| -3% | -$26.7K | 0.39% | 43 |
|
|
2023
Q3 | $734K | Buy |
+11,670
| New | +$734K | 0.39% | 45 |
|