Badgley Phelps Wealth Managers’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 | $21.2M | Sell |
217,038
-4,388
| -2% | -$428K | 0.47% | 57 |
|
2025
Q1 | $16.1M | Sell |
221,426
-13,577
| -6% | -$990K | 0.39% | 72 |
|
2024
Q4 | $17M | Sell |
235,003
-22,867
| -9% | -$1.66M | 0.4% | 68 |
|
2024
Q3 | $21.1M | Sell |
257,870
-77,490
| -23% | -$6.34M | 0.49% | 61 |
|
2024
Q2 | $35.8M | Sell |
335,360
-2,640
| -0.8% | -$282K | 0.89% | 30 |
|
2024
Q1 | $32.9M | Buy |
338,000
+4,030
| +1% | +$392K | 0.82% | 32 |
|
2023
Q4 | $26.2M | Buy |
333,970
+24,130
| +8% | +$1.89M | 0.71% | 45 |
|
2023
Q3 | $19.4M | Buy |
309,840
+6,800
| +2% | +$426K | 0.66% | 51 |
|
2023
Q2 | $19.5M | Buy |
303,040
+4,520
| +2% | +$291K | 0.64% | 51 |
|
2023
Q1 | $15.8M | Buy |
298,520
+3,770
| +1% | +$200K | 0.58% | 60 |
|
2022
Q4 | $12.4M | Sell |
294,750
-184,620
| -39% | -$7.76M | 0.5% | 71 |
|
2022
Q3 | $17.5M | Buy |
479,370
+4,700
| +1% | +$172K | 0.75% | 42 |
|
2022
Q2 | $20.2M | Sell |
474,670
-8,530
| -2% | -$364K | 0.83% | 38 |
|
2022
Q1 | $26M | Sell |
483,200
-6,150
| -1% | -$331K | 0.9% | 30 |
|
2021
Q4 | $35.2M | Buy |
489,350
+12,940
| +3% | +$931K | 1.14% | 25 |
|
2021
Q3 | $27.1M | Buy |
+476,410
| New | +$27.1M | 0.98% | 32 |
|