Bedell Frazier Investment Counselling’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
$1.21M Sell
12,445
-995
-7% -$96.9K 0.3% 58
2025
Q1
$977K Sell
13,440
-370
-3% -$26.9K 0.25% 59
2024
Q4
$997K Sell
13,810
-1,780
-11% -$129K 0.25% 58
2024
Q3
$1.27M Buy
15,590
+1,430
+10% +$117K 0.3% 57
2024
Q2
$1.51M Hold
14,160
0.36% 56
2024
Q1
$1.38M Sell
14,160
-830
-6% -$80.6K 0.34% 60
2023
Q4
$1.17M Sell
14,990
-340
-2% -$26.6K 0.32% 54
2023
Q3
$961K Buy
15,330
+600
+4% +$37.6K 0.29% 54
2023
Q2
$947K Hold
14,730
0.28% 55
2023
Q1
$781K Hold
14,730
0.23% 54
2022
Q4
$619K Buy
14,730
+5,070
+52% +$213K 0.16% 68
2022
Q3
$354K Buy
+9,660
New +$354K 0.1% 78