BFA
BMS Financial Advisors’s Lam Research LRCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $323K | Sell |
502
-470
| -48% | -$302K | 0.21% | 91 |
|
|
2023
Q1 | $515K | Buy |
972
+55
| +6% | +$29.2K | 0.36% | 66 |
|
|
2022
Q4 | $385K | Sell |
917
-27
| -3% | -$11.3K | 0.26% | 70 |
|
|
2022
Q3 | $346K | Sell |
944
-16
| -2% | -$5.86K | 0.24% | 81 |
|
|
2022
Q2 | $409K | Buy |
960
+104
| +12% | +$44.3K | 0.27% | 67 |
|
|
2022
Q1 | $460K | Buy |
856
+88
| +11% | +$47.3K | 0.29% | 71 |
|
|
2021
Q4 | $552K | Buy |
+768
| New | +$552K | 0.35% | 57 |
|