Brentview Investment 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
$4.72M Sell
48,443
-859
-2% -$83.6K 2.38% 17
2025
Q1
$3.58M Buy
49,302
+2,067
+4% +$150K 1.91% 29
2024
Q4
$3.41M Buy
+47,235
New +$3.41M 1.94% 25