Balasa Dinverno & Foltz’s Lam Research LRCX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$324K Sell
8,840
-250
-3% -$9.16K 0.02% 260
2022
Q2
$387K Sell
9,090
-50
-0.5% -$2.13K 0.02% 231
2022
Q1
$491K Sell
9,140
-690
-7% -$37.1K 0.03% 195
2021
Q4
$707K Sell
9,830
-380
-4% -$27.3K 0.05% 166
2021
Q3
$581K Sell
10,210
-70
-0.7% -$3.98K 0.04% 179
2021
Q2
$669K Buy
10,280
+10
+0.1% +$651 0.05% 158
2021
Q1
$611K Buy
10,270
+220
+2% +$13.1K 0.05% 159
2020
Q4
$475K Sell
10,050
-530
-5% -$25.1K 0.04% 171
2020
Q3
$351K Sell
10,580
-160
-1% -$5.31K 0.03% 191
2020
Q2
$347K Sell
10,740
-1,080
-9% -$34.9K 0.04% 160
2020
Q1
$284K Buy
+11,820
New +$284K 0.04% 193