BTWM
Baker Tilly Wealth Management’s Lam Research LRCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-424
| Closed | -$451K | – | 265 |
|
|
2024
Q2 | $451K | Sell |
424
-160
| -27% | -$170K | 0.18% | 135 |
|
|
2024
Q1 | $567K | Sell |
584
-6
| -1% | -$5.83K | 0.1% | 223 |
|
|
2023
Q4 | $462K | Buy |
590
+28
| +5% | +$21.9K | 0.08% | 294 |
|
|
2023
Q3 | $352K | Sell |
562
-5
| -0.9% | -$3.13K | 0.06% | 337 |
|
|
2023
Q2 | $365K | Buy |
567
+8
| +1% | +$5.14K | 0.04% | 419 |
|
|
2023
Q1 | $296K | Buy |
559
+6
| +1% | +$3.18K | 0.03% | 452 |
|
|
2022
Q4 | $232K | Buy |
+553
| New | +$232K | 0.03% | 486 |
|
|
2022
Q3 | – | Sell |
-558
| Closed | -$238K | – | 521 |
|
|
2022
Q2 | $238K | Sell |
558
-2
| -0.4% | -$853 | 0.03% | 443 |
|
|
2022
Q1 | $301K | Sell |
560
-57
| -9% | -$30.6K | 0.03% | 429 |
|
|
2021
Q4 | $444K | Buy |
617
+3
| +0.5% | +$2.16K | 0.05% | 377 |
|
|
2021
Q3 | $349K | Sell |
614
-2
| -0.3% | -$1.14K | 0.05% | 390 |
|
|
2021
Q2 | $401K | Buy |
616
+31
| +5% | +$20.2K | 0.06% | 332 |
|
|
2021
Q1 | $348K | Buy |
585
+4
| +0.7% | +$2.38K | 0.07% | 324 |
|
|
2020
Q4 | $274K | Buy |
+581
| New | +$274K | 0.08% | 259 |
|