BCM
Bayesian Capital Management’s Lam Research LRCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-72,348
| Closed | -$5.26M | – | 736 |
|
|
2025
Q1 | $5.26M | Buy |
+72,348
| New | +$5.26M | 0.87% | 18 |
|
|
2024
Q3 | – | Sell |
-200
| Closed | -$213K | – | 894 |
|
|
2024
Q2 | $213K | Sell |
200
-5,163
| -96% | -$5.5M | 0.02% | 590 |
|
|
2024
Q1 | $5.21M | Buy |
+5,363
| New | +$5.21M | 0.5% | 41 |
|
|
2023
Q4 | – | Sell |
-9,191
| Closed | -$5.76M | – | 912 |
|
|
2023
Q3 | $5.76M | Sell |
9,191
-3,800
| -29% | -$2.38M | 0.66% | 26 |
|
|
2023
Q2 | $8.35M | Buy |
12,991
+2,300
| +22% | +$1.48M | 0.9% | 11 |
|
|
2023
Q1 | $5.67M | Buy |
+10,691
| New | +$5.67M | 0.7% | 16 |
|
|
2020
Q3 | – | Sell |
-11,200
| Closed | -$3.62M | – | 622 |
|
|
2020
Q2 | $3.62M | Buy |
11,200
+1,300
| +13% | +$421K | 0.8% | 15 |
|
|
2020
Q1 | $2.38M | Buy |
+9,900
| New | +$2.38M | 0.51% | 25 |
|
|
2019
Q4 | – | Sell |
-3,319
| Closed | -$767K | – | 684 |
|
|
2019
Q3 | $767K | Sell |
3,319
-10,061
| -75% | -$2.33M | 0.15% | 198 |
|
|
2019
Q2 | $2.51M | Sell |
13,380
-1,000
| -7% | -$188K | 0.52% | 46 |
|
|
2019
Q1 | $2.57M | Buy |
14,380
+3,200
| +29% | +$573K | 0.49% | 49 |
|
|
2018
Q4 | $1.52M | Buy |
11,180
+4,680
| +72% | +$637K | 0.31% | 75 |
|
|
2018
Q3 | $986K | Buy |
+6,500
| New | +$986K | 0.16% | 176 |
|
|
2018
Q2 | – | Sell |
-1,800
| Closed | -$366K | – | 659 |
|
|
2018
Q1 | $366K | Buy |
+1,800
| New | +$366K | 0.09% | 346 |
|
|
2017
Q3 | – | Sell |
-7,500
| Closed | -$1.06M | – | 574 |
|
|
2017
Q2 | $1.06M | Buy |
+7,500
| New | +$1.06M | 0.39% | 65 |
|