Bartlett & Co Wealth Management’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 | $196K | Sell |
2,012
-49
| -2% | -$4.78K | ﹤0.01% | 448 |
|
2025
Q1 | $150K | Buy |
2,061
+7
| +0.3% | +$511 | ﹤0.01% | 481 |
|
2024
Q4 | $149K | Sell |
2,054
-6
| -0.3% | -$435 | ﹤0.01% | 486 |
|
2024
Q3 | $169K | Hold |
2,060
| – | – | ﹤0.01% | 470 |
|
2024
Q2 | $220K | Buy |
2,060
+1,500
| +268% | +$160K | ﹤0.01% | 430 |
|
2024
Q1 | $54.6K | Buy |
560
+10
| +2% | +$974 | ﹤0.01% | 650 |
|
2023
Q4 | $43.5K | Sell |
550
-80
| -13% | -$6.33K | ﹤0.01% | 733 |
|
2023
Q3 | $39.7K | Sell |
630
-400
| -39% | -$25.2K | ﹤0.01% | 703 |
|
2023
Q2 | $66.4K | Hold |
1,030
| – | – | ﹤0.01% | 617 |
|
2023
Q1 | $54.8K | Hold |
1,030
| – | – | ﹤0.01% | 556 |
|
2022
Q4 | $43.5K | Hold |
1,030
| – | – | ﹤0.01% | 603 |
|
2022
Q3 | $37.9K | Sell |
1,030
-110
| -10% | -$4.05K | ﹤0.01% | 610 |
|
2022
Q2 | $48.8K | Buy |
1,140
+190
| +20% | +$8.13K | ﹤0.01% | 574 |
|
2022
Q1 | $51.2K | Buy |
+950
| New | +$51.2K | ﹤0.01% | 581 |
|
2021
Q4 | – | Sell |
-950
| Closed | -$54.2K | – | 678 |
|
2021
Q3 | $54.2K | Buy |
950
+370
| +64% | +$21.1K | ﹤0.01% | 497 |
|
2021
Q2 | $37.8K | Hold |
580
| – | – | ﹤0.01% | 547 |
|
2021
Q1 | $34.6K | Hold |
580
| – | – | ﹤0.01% | 594 |
|
2020
Q4 | $27.4K | Buy |
+580
| New | +$27.4K | ﹤0.01% | 626 |
|