Caldwell Trust’s Lam Research LRCX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $450K | Hold |
4,620
|
|
||||
|
2025
Q1 | $336K | Hold |
4,620
|
|
||||
|
2024
Q4 | $334K | Hold |
4,620
|
|
||||
|
2024
Q3 | $377K | Sell |
4,620
-300
|
|
||||
|
2024
Q2 | $524K | Sell |
4,920
-250
|
|
||||
|
2024
Q1 | $502K | Sell |
5,170
-1,150
|
|
||||
|
2023
Q4 | $495K | Buy |
6,320
+80
|
|
||||
|
2023
Q3 | $391K | Sell |
6,240
-1,350
|
|
||||
|
2023
Q2 | $488K | Buy |
7,590
+310
|
|
||||
|
2023
Q1 | $386K | Hold |
7,280
|
|
||||
|
2022
Q4 | $306K | Buy |
7,280
+620
|
|
||||
|
2022
Q3 | $244K | Sell |
6,660
-950
|
|
||||
|
2022
Q2 | $324K | Sell |
7,610
-750
|
|
||||
|
2022
Q1 | $449K | Sell |
8,360
-1,010
|
|
||||
|
2021
Q4 | $674K | Hold |
9,370
|
|
||||
|
2021
Q3 | $533K | Hold |
9,370
|
|
||||
|
2021
Q2 | $610K | Sell |
9,370
-500
|
|
||||
|
2021
Q1 | $588K | Sell |
9,870
-750
|
|
||||
|
2020
Q4 | $502K | Hold |
10,620
|
|
||||
|
2020
Q3 | $352K | Sell |
10,620
-1,310
|
|
||||
|
2020
Q2 | $386K | Sell |
11,930
-500
|
|
||||
|
2020
Q1 | $298K | Sell |
12,430
-1,250
|
|
||||
|
2019
Q4 | $400K | Buy |
+13,680
|
|