BWP

Baldwin Wealth Partners’s Lam Research LRCX Stock Holding History

Baldwin Wealth Partners’s Portfolio LRCX Stock Details LRCX Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$248K	Sell	2,551 -578	-18%	-$56.3K	0.02%	198
2025 Q1	$227K	Sell	3,129 -103	-3%	-$7.49K	0.02%	205
2024 Q4	$233K	Buy	3,232 +3,141	+3,452%	+$227K	0.02%	210
2024 Q3	$74.3K	Hold	91	–	–	0.01%	461
2024 Q2	$96.9K	Hold	91	–	–	0.01%	268
2024 Q1	$88.4K	Hold	91	–	–	0.01%	287
2023 Q4	$71.3K	Hold	91	–	–	0.01%	328
2023 Q3	$57K	Hold	91	–	–	﹤0.01%	376
2023 Q2	$58.5K	Sell	91 -17	-16%	-$10.9K	﹤0.01%	393
2023 Q1	$57.3K	Hold	108	–	–	0.01%	409
2022 Q4	$45.4K	Hold	108	–	–	﹤0.01%	426
2022 Q3	$40K	Hold	108	–	–	0.01%	357
2022 Q2	$46K	Sell	108 -9	-8%	-$3.83K	0.01%	362
2022 Q1	$63K	Hold	117	–	–	0.01%	340
2021 Q4	$84K	Hold	117	–	–	0.01%	294
2021 Q3	$67K	Hold	117	–	–	0.01%	314
2021 Q2	$76K	Hold	117	–	–	0.01%	305
2021 Q1	$70K	Buy	117 +17	+17%	+$10.2K	0.01%	297
2020 Q4	$47K	Hold	100	–	–	0.01%	332
2020 Q3	$33K	Hold	100	–	–	﹤0.01%	340
2020 Q2	$32K	Sell	100 -59	-37%	-$18.9K	﹤0.01%	342
2020 Q1	$38K	Hold	159	–	–	0.01%	307
2019 Q4	$46K	Hold	159	–	–	0.01%	328
2019 Q3	$37K	Hold	159	–	–	0.01%	343
2019 Q2	$30K	Hold	159	–	–	﹤0.01%	358
2019 Q1	$28K	Sell	159 -70	-31%	-$12.3K	﹤0.01%	364
2018 Q4	$31K	Hold	229	–	–	0.01%	334
2018 Q3	$35K	Hold	229	–	–	﹤0.01%	350
2018 Q2	$40K	Hold	229	–	–	0.01%	336
2018 Q1	$47K	Sell	229 -55	-19%	-$11.3K	0.01%	305
2017 Q4	$52K	Hold	284	–	–	0.01%	296
2017 Q3	$53K	Hold	284	–	–	0.01%	286
2017 Q2	$40K	Hold	284	–	–	0.01%	317
2017 Q1	$36K	Hold	284	–	–	0.01%	324
2016 Q4	$30K	Hold	284	–	–	0.01%	338
2016 Q3	$27K	Hold	284	–	–	﹤0.01%	354
2016 Q2	$24K	Hold	284	–	–	﹤0.01%	323
2016 Q1	$23K	Buy	+284	New	+$23K	﹤0.01%	353
2015 Q1	–	Sell	-9,974	Closed	-$791K	–	254
2014 Q4	$791K	Buy	9,974 +1,893	+23%	+$150K	0.11%	146
2014 Q3	$604K	Buy	+8,081	New	+$604K	0.09%	168