Belpointe Asset 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
$1.73M Sell
17,783
-1,547
-8% -$151K 0.07% 227
2025
Q1
$1.41M Buy
19,330
+17,531
+974% +$1.27M 0.07% 258
2024
Q4
$1.48M Sell
1,799
-26,261
-94% -$21.6M 0.09% 225
2024
Q3
$2.29M Buy
28,060
+12,560
+81% +$1.02M 0.14% 152
2024
Q2
$1.65M Sell
15,500
-470
-3% -$50K 0.12% 175
2024
Q1
$1.55M Buy
15,970
+330
+2% +$32.1K 0.12% 170
2023
Q4
$1.23M Sell
15,640
-320
-2% -$25.1K 0.11% 188
2023
Q3
$1M Sell
15,960
-230
-1% -$14.4K 0.1% 196
2023
Q2
$1.04M Sell
16,190
-11,010
-40% -$708K 0.11% 177
2023
Q1
$1.44M Buy
27,200
+1,110
+4% +$58.8K 0.08% 263
2022
Q4
$1.1M Sell
26,090
-280
-1% -$11.8K 0.07% 297
2022
Q3
$965K Buy
26,370
+740
+3% +$27.1K 0.07% 299
2022
Q2
$1.09M Sell
25,630
-270
-1% -$11.5K 0.07% 275
2022
Q1
$1.39M Buy
25,900
+2,200
+9% +$118K 0.08% 249
2021
Q4
$1.7M Sell
23,700
-9,720
-29% -$699K 0.11% 196
2021
Q3
$1.9M Buy
33,420
+1,300
+4% +$74K 0.13% 164
2021
Q2
$2.09M Buy
32,120
+19,120
+147% +$1.24M 0.15% 147
2021
Q1
$774K Sell
13,000
-5,860
-31% -$349K 0.07% 299
2020
Q4
$890K Buy
18,860
+370
+2% +$17.5K 0.08% 273
2020
Q3
$613K Buy
18,490
+860
+5% +$28.5K 0.07% 294
2020
Q2
$570K Buy
17,630
+390
+2% +$12.6K 0.07% 276
2020
Q1
$414K Sell
17,240
-27,880
-62% -$670K 0.07% 276
2019
Q4
$1.32M Buy
45,120
+24,880
+123% +$728K 0.17% 137
2019
Q3
$468K Sell
20,240
-3,500
-15% -$80.9K 0.08% 293
2019
Q2
$446K Sell
23,740
-1,720
-7% -$32.3K 0.09% 254
2019
Q1
$456K Sell
25,460
-7,190
-22% -$129K 0.09% 179
2018
Q4
$445K Buy
32,650
+3,950
+14% +$53.8K 0.11% 195
2018
Q3
$435K Sell
28,700
-190
-0.7% -$2.88K 0.07% 289
2018
Q2
$499K Buy
28,890
+3,230
+13% +$55.8K 0.14% 166
2018
Q1
$521K Buy
+25,660
New +$521K 0.15% 147