Caldwell Trust’s Lam Research LRCX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $659K | Buy |
|
|||||
|
2025
Q2 | $450K | Hold |
|
|||||
|
2025
Q1 | $336K | Hold |
|
|||||
|
2024
Q4 | $334K | Hold |
|
|||||
|
2024
Q3 | $377K | Sell |
|
|||||
|
2024
Q2 | $524K | Sell |
|
|||||
|
2024
Q1 | $502K | Sell |
|
|||||
|
2023
Q4 | $495K | Buy |
|
|||||
|
2023
Q3 | $391K | Sell |
|
|||||
|
2023
Q2 | $488K | Buy |
|
|||||
|
2023
Q1 | $386K | Hold |
|
|||||
|
2022
Q4 | $306K | Buy |
|
|||||
|
2022
Q3 | $244K | Sell |
|
|||||
|
2022
Q2 | $324K | Sell |
|
|||||
|
2022
Q1 | $449K | Sell |
|
|||||
|
2021
Q4 | $674K | Hold |
|
|||||
|
2021
Q3 | $533K | Hold |
|
|||||
|
2021
Q2 | $610K | Sell |
|
|||||
|
2021
Q1 | $588K | Sell |
|
|||||
|
2020
Q4 | $502K | Hold |
|
|||||
|
2020
Q3 | $352K | Sell |
|
|||||
|
2020
Q2 | $386K | Sell |
|
|||||
|
2020
Q1 | $298K | Sell |
|
|||||
|
2019
Q4 | $400K | Buy |
|