AEPWM
Atlantic Edge Private Wealth Management’s Lam Research LRCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $73K | Sell |
750
-50
| -6% | -$4.87K | 0.02% | 178 |
|
|
2025
Q1 | $58.2K | Buy |
800
+200
| +33% | +$14.5K | 0.02% | 189 |
|
|
2024
Q4 | $43.3K | Buy |
600
+540
| +900% | +$39K | 0.01% | 212 |
|
|
2024
Q3 | $49K | Hold |
60
| – | – | 0.01% | 207 |
|
|
2024
Q2 | $63.9K | Buy |
60
+10
| +20% | +$10.6K | 0.02% | 178 |
|
|
2024
Q1 | $48.6K | Hold |
50
| – | – | 0.02% | 194 |
|
|
2023
Q4 | $39.2K | Buy |
+50
| New | +$39.2K | 0.02% | 198 |
|