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