BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $2.57K | Sell |
40
-100
| -71% | -$6.43K | ﹤0.01% | 669 |
|
|
2023
Q1 | $7.51K | Hold |
140
| – | – | ﹤0.01% | 641 |
|
|
2022
Q4 | $5.94K | Buy |
140
+20
| +17% | +$849 | ﹤0.01% | 647 |
|
|
2022
Q3 | $4K | Sell |
120
-130
| -52% | -$4.33K | ﹤0.01% | 716 |
|
|
2022
Q2 | $11K | Buy |
250
+10
| +4% | +$440 | ﹤0.01% | 578 |
|
|
2022
Q1 | $13K | Sell |
240
-100
| -29% | -$5.42K | ﹤0.01% | 579 |
|
|
2021
Q4 | $24K | Buy |
340
+100
| +42% | +$7.06K | ﹤0.01% | 519 |
|
|
2021
Q3 | $14K | Hold |
240
| – | – | ﹤0.01% | 580 |
|
|
2021
Q2 | $16K | Hold |
240
| – | – | ﹤0.01% | 542 |
|
|
2021
Q1 | $14K | Hold |
240
| – | – | ﹤0.01% | 531 |
|
|
2020
Q4 | $11K | Buy |
240
+120
| +100% | +$5.5K | ﹤0.01% | 559 |
|
|
2020
Q3 | $4K | Hold |
120
| – | – | ﹤0.01% | 609 |
|
|
2020
Q2 | $4K | Sell |
120
-50
| -29% | -$1.67K | ﹤0.01% | 661 |
|
|
2020
Q1 | $4K | Hold |
170
| – | – | ﹤0.01% | 619 |
|
|
2019
Q4 | $5K | Buy |
+170
| New | +$5K | ﹤0.01% | 621 |
|
|
2018
Q4 | – | Sell |
-950
| Closed | -$14K | – | 713 |
|
|
2018
Q3 | $14K | Sell |
950
-43,630
| -98% | -$643K | ﹤0.01% | 449 |
|
|
2018
Q2 | $770K | Buy |
44,580
+2,920
| +7% | +$50.4K | 0.17% | 106 |
|
|
2018
Q1 | $846K | Buy |
41,660
+450
| +1% | +$9.14K | 0.23% | 96 |
|
|
2017
Q4 | $759K | Buy |
41,210
+7,620
| +23% | +$140K | 0.18% | 107 |
|
|
2017
Q3 | $622K | Buy |
33,590
+13,260
| +65% | +$246K | 0.16% | 115 |
|
|
2017
Q2 | $288K | Sell |
20,330
-4,010
| -16% | -$56.8K | 0.08% | 142 |
|
|
2017
Q1 | $312K | Buy |
24,340
+3,940
| +19% | +$50.5K | 0.09% | 138 |
|
|
2016
Q4 | $216K | Buy |
+20,400
| New | +$216K | 0.07% | 152 |
|