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