Avantax Planning Partners’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 | $1.16M | Buy |
11,939
+1,527
| +15% | +$149K | 0.04% | 179 |
|
|
2025
Q1 | $757K | Buy |
10,412
+581
| +6% | +$42.2K | 0.03% | 201 |
|
|
2024
Q4 | $710K | Buy |
9,831
+1,051
| +12% | +$75.9K | 0.03% | 207 |
|
|
2024
Q3 | $716K | Sell |
8,780
-4,430
| -34% | -$361K | 0.03% | 203 |
|
|
2024
Q2 | $1.41M | Buy |
13,210
+400
| +3% | +$42.6K | 0.05% | 170 |
|
|
2024
Q1 | $1.25M | Buy |
12,810
+1,710
| +15% | +$166K | 0.04% | 194 |
|
|
2023
Q4 | $869K | Sell |
11,100
-700
| -6% | -$54.8K | 0.03% | 182 |
|
|
2023
Q3 | $740K | Buy |
11,800
+10
| +0.1% | +$627 | 0.03% | 189 |
|
|
2023
Q2 | $758K | Sell |
11,790
-60
| -0.5% | -$3.86K | 0.03% | 193 |
|
|
2023
Q1 | $628K | Buy |
11,850
+1,310
| +12% | +$69.4K | 0.03% | 215 |
|
|
2022
Q4 | $443K | Sell |
10,540
-1,400
| -12% | -$58.8K | 0.02% | 243 |
|
|
2022
Q3 | $437K | Buy |
+11,940
| New | +$437K | 0.02% | 233 |
|
|
2018
Q2 | – | Sell |
-1,720
| Closed | -$34K | – | 922 |
|
|
2018
Q1 | $34K | Buy |
+1,720
| New | +$34K | ﹤0.01% | 606 |
|