Avalon Investment & Advisory’s Lam Research LRCX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$119M Sell
2022
Q4
$96.8M Buy
2022
Q3
$69.2M Buy
2022
Q2
$64.6M Sell
2022
Q1
$81.8M Buy
2021
Q4
$108M Sell
2021
Q3
$92.4M Sell
2021
Q2
$107M Sell
2021
Q1
$99.6M Buy
2020
Q4
$76.9M Sell
2020
Q3
$54.3M Sell
2020
Q2
$64.8M Sell
2020
Q1
$51.4M Buy
2019
Q4
$62.4M Sell
2019
Q3
$58.3M Buy
2019
Q2
$46.3M Buy
2019
Q1
$40.5M Buy
2018
Q4
$29M Buy
2018
Q3
$24.4M Buy