AFCM
Applied Finance Capital Management’s Lam Research LRCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.96M | Sell |
20,171
-562
| -3% | -$54.7K | 0.13% | 71 |
|
|
2025
Q1 | $1.51M | Buy |
20,733
+2,713
| +15% | +$197K | 0.11% | 79 |
|
|
2024
Q4 | $1.3M | Buy |
18,020
+16,463
| +1,057% | +$1.19M | 0.06% | 85 |
|
|
2024
Q3 | $1.27M | Sell |
1,557
-205
| -12% | -$167K | 0.05% | 96 |
|
|
2024
Q2 | $1.88M | Buy |
+1,762
| New | +$1.88M | 0.09% | 66 |
|