BRWA
B. Riley Wealth Advisors’s Lam Research LRCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.72M | Buy |
+79,282
| New | +$7.72M | 0.36% | 45 |
|
|
2024
Q4 | $6.3M | Buy |
+86,896
| New | +$6.3M | 0.21% | 110 |
|
|
2024
Q3 | – | Sell |
-10,183
| Closed | -$10.9M | – | 1357 |
|
|
2024
Q2 | $10.9M | Sell |
10,183
-12,503
| -55% | -$13.3M | 0.28% | 74 |
|
|
2024
Q1 | $14.3M | Sell |
22,686
-1,477
| -6% | -$929K | 0.39% | 52 |
|
|
2023
Q4 | $19M | Buy |
24,163
+1,477
| +7% | +$1.16M | 0.51% | 30 |
|
|
2023
Q3 | $14.3M | Buy |
22,686
+688
| +3% | +$433K | 0.39% | 52 |
|
|
2023
Q2 | $14.2M | Sell |
21,998
-216
| -1% | -$139K | 0.32% | 66 |
|
|
2023
Q1 | $11.8M | Buy |
22,214
+1,816
| +9% | +$966K | 0.31% | 68 |
|
|
2022
Q4 | $8.61M | Sell |
20,398
-3,384
| -14% | -$1.43M | 0.24% | 91 |
|
|
2022
Q3 | $8.7M | Buy |
23,782
+599
| +3% | +$219K | 0.26% | 82 |
|
|
2022
Q2 | $9.88M | Sell |
23,183
-1,468
| -6% | -$626K | 0.42% | 51 |
|
|
2022
Q1 | $13.3M | Sell |
24,651
-12,260
| -33% | -$6.59M | 0.43% | 44 |
|
|
2021
Q4 | $26.5M | Buy |
36,911
+2,288
| +7% | +$1.65M | 0.76% | 17 |
|
|
2021
Q3 | $19.7M | Buy |
34,623
+2,013
| +6% | +$1.15M | 0.63% | 21 |
|
|
2021
Q2 | $21.2M | Sell |
32,610
-2,405
| -7% | -$1.56M | 0.69% | 17 |
|
|
2021
Q1 | $20.8M | Buy |
35,015
+10,000
| +40% | +$5.95M | 0.74% | 14 |
|
|
2020
Q4 | $11.8M | Sell |
25,015
-16,753
| -40% | -$7.91M | 0.63% | 29 |
|
|
2020
Q3 | $13.7M | Buy |
41,768
+19,507
| +88% | +$6.4M | 0.73% | 24 |
|
|
2020
Q2 | $7.2M | Buy |
22,261
+18,853
| +553% | +$6.1M | 0.48% | 45 |
|
|
2020
Q1 | $818K | Sell |
3,408
-178
| -5% | -$42.7K | 0.07% | 275 |
|
|
2019
Q4 | $1.05M | Sell |
3,586
-476
| -12% | -$139K | 0.09% | 238 |
|
|
2019
Q3 | $940K | Buy |
4,062
+1,560
| +62% | +$361K | 0.09% | 231 |
|
|
2019
Q2 | $470K | Buy |
2,502
+20
| +0.8% | +$3.76K | 0.05% | 400 |
|
|
2019
Q1 | $446K | Sell |
2,482
-208
| -8% | -$37.4K | 0.06% | 372 |
|
|
2018
Q4 | $367K | Buy |
2,690
+324
| +14% | +$44.2K | 0.05% | 381 |
|
|
2018
Q3 | $360K | Sell |
2,366
-1,836
| -44% | -$279K | 0.04% | 437 |
|
|
2018
Q2 | $728K | Sell |
4,202
-2,573
| -38% | -$446K | 0.1% | 228 |
|
|
2018
Q1 | $1.38M | Buy |
6,775
+2,793
| +70% | +$568K | 0.19% | 125 |
|
|
2017
Q4 | $734K | Buy |
3,982
+753
| +23% | +$139K | 0.1% | 231 |
|
|
2017
Q3 | $599K | Buy |
3,229
+1,447
| +81% | +$268K | 0.1% | 224 |
|
|
2017
Q2 | $253K | Buy |
+1,782
| New | +$253K | 0.05% | 414 |
|
|
2015
Q1 | – | Sell |
-940
| Closed | -$75 | – | 1363 |
|
|
2014
Q4 | $75 | Buy |
+940
| New | +$75 | ﹤0.01% | 1871 |
|
|
2014
Q3 | – | Sell |
-615
| Closed | -$41.6K | – | 1352 |
|
|
2014
Q2 | $41.6K | Buy |
+615
| New | +$41.6K | 0.01% | 1111 |
|