Arete Wealth 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 | $337K | Buy |
3,458
+399
| +13% | +$38.9K | 0.02% | 524 |
|
|
2025
Q1 | $222K | Sell |
3,059
-127
| -4% | -$9.22K | 0.02% | 643 |
|
|
2024
Q4 | $230K | Buy |
+3,186
| New | +$230K | 0.02% | 653 |
|
|
2024
Q3 | – | Sell |
-2,030
| Closed | -$216K | – | 773 |
|
|
2024
Q2 | $216K | Buy |
+2,030
| New | +$216K | 0.02% | 632 |
|
|
2022
Q4 | – | Sell |
-7,110
| Closed | -$260K | – | 677 |
|
|
2022
Q3 | $260K | Buy |
7,110
+1,830
| +35% | +$66.9K | 0.03% | 442 |
|
|
2022
Q2 | $224K | Buy |
+5,280
| New | +$224K | 0.02% | 403 |
|
|
2021
Q3 | – | Sell |
-4,070
| Closed | -$238K | – | 435 |
|
|
2021
Q2 | $238K | Buy |
+4,070
| New | +$238K | 0.03% | 300 |
|
|
2020
Q2 | – | Sell |
-8,980
| Closed | -$215K | – | 392 |
|
|
2020
Q1 | $215K | Sell |
8,980
-100
| -1% | -$2.39K | 0.04% | 294 |
|
|
2019
Q4 | $266K | Sell |
9,080
-110
| -1% | -$3.22K | 0.05% | 319 |
|
|
2019
Q3 | $212K | Buy |
+9,190
| New | +$212K | 0.04% | 362 |
|