BSW Wealth Partners’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 | $1.1M | Buy |
11,327
+307
| +3% | +$29.9K | 0.15% | 81 |
|
2025
Q1 | $801K | Sell |
11,020
-91
| -0.8% | -$6.62K | 0.12% | 100 |
|
2024
Q4 | $803K | Buy |
11,111
+961
| +9% | +$69.4K | 0.12% | 107 |
|
2024
Q3 | $829K | Buy |
10,150
+430
| +4% | +$35.1K | 0.12% | 89 |
|
2024
Q2 | $1.04M | Buy |
9,720
+700
| +8% | +$74.5K | 0.17% | 73 |
|
2024
Q1 | $876K | Buy |
9,020
+1,440
| +19% | +$140K | 0.15% | 87 |
|
2023
Q4 | $594K | Buy |
7,580
+40
| +0.5% | +$3.13K | 0.12% | 107 |
|
2023
Q3 | $473K | Buy |
7,540
+750
| +11% | +$47K | 0.11% | 116 |
|
2023
Q2 | $437K | Sell |
6,790
-30
| -0.4% | -$1.93K | 0.09% | 123 |
|
2023
Q1 | $362K | Buy |
6,820
+380
| +6% | +$20.1K | 0.07% | 188 |
|
2022
Q4 | $271K | Buy |
+6,440
| New | +$271K | 0.06% | 238 |
|
2022
Q1 | – | Sell |
-3,370
| Closed | -$242K | – | 299 |
|
2021
Q4 | $242K | Buy |
+3,370
| New | +$242K | 0.06% | 222 |
|
2021
Q3 | – | Sell |
-3,550
| Closed | -$231K | – | 262 |
|
2021
Q2 | $231K | Buy |
+3,550
| New | +$231K | 0.06% | 212 |
|