Avantax Planning Partners’s Lam Research LRCX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.58M Sell
2025
Q2
$1.16M Buy
2025
Q1
$757K Buy
2024
Q4
$710K Buy
2024
Q3
$716K Sell
2024
Q2
$1.41M Buy
2024
Q1
$1.25M Buy
2023
Q4
$869K Sell
2023
Q3
$740K Buy
2023
Q2
$758K Sell
2023
Q1
$628K Buy
2022
Q4
$443K Sell
2022
Q3
$437K Buy
2018
Q2
Sell
2018
Q1
$34K Buy