Axxcess Wealth Management’s Lam Research LRCX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.04M Buy
10,677
+14
+0.1% +$1.36K 0.02% 417
2025
Q1
$775K Buy
10,663
+2,753
+35% +$200K 0.02% 452
2024
Q4
$571K Sell
7,910
-2,890
-27% -$209K 0.01% 516
2024
Q3
$881K Buy
10,800
+2,950
+38% +$241K 0.02% 415
2024
Q2
$836K Sell
7,850
-11,040
-58% -$1.18M 0.02% 410
2024
Q1
$1.84M Buy
18,890
+2,250
+14% +$219K 0.05% 260
2023
Q4
$1.3M Sell
16,640
-1,740
-9% -$136K 0.04% 309
2023
Q3
$1.15M Buy
18,380
+14,170
+337% +$888K 0.04% 294
2023
Q2
$271K Sell
4,210
-7,450
-64% -$479K 0.02% 474
2023
Q1
$618K Buy
11,660
+380
+3% +$20.1K 0.05% 332
2022
Q4
$474K Buy
+11,280
New +$474K 0.04% 364
2022
Q3
Sell
-4,750
Closed -$202K 584
2022
Q2
$202K Buy
4,750
+60
+1% +$2.55K 0.02% 492
2022
Q1
$252K Sell
4,690
-1,810
-28% -$97.3K 0.02% 517
2021
Q4
$468K Buy
+6,500
New +$468K 0.03% 372