CAMG Solamere Management’s Lam Research LRCX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-28,410
| Closed | -$1.69M | – | 85 |
|
2021
Q1 | $1.69M | Sell |
28,410
-1,920
| -6% | -$114K | 1.46% | 25 |
|
2020
Q4 | $1.43M | Sell |
30,330
-16,060
| -35% | -$759K | 1.2% | 29 |
|
2020
Q3 | $1.54M | Sell |
46,390
-8,320
| -15% | -$276K | 0.86% | 41 |
|
2020
Q2 | $1.77M | Sell |
54,710
-43,140
| -44% | -$1.4M | 0.98% | 38 |
|
2020
Q1 | $2.35M | Sell |
97,850
-43,340
| -31% | -$1.04M | 1.23% | 26 |
|
2019
Q4 | $4.13M | Sell |
141,190
-26,970
| -16% | -$789K | 1.91% | 20 |
|
2019
Q3 | $3.88M | Sell |
168,160
-36,350
| -18% | -$840K | 1.95% | 20 |
|
2019
Q2 | $3.84M | Buy |
204,510
+1,550
| +0.8% | +$29.1K | 1.76% | 25 |
|
2019
Q1 | $3.63M | Buy |
202,960
+14,920
| +8% | +$267K | 1.8% | 26 |
|
2018
Q4 | $2.56M | Buy |
188,040
+11,050
| +6% | +$150K | 1.43% | 32 |
|
2018
Q3 | $2.68M | Buy |
176,990
+59,920
| +51% | +$908K | 1.37% | 32 |
|
2018
Q2 | $2.02M | Sell |
117,070
-39,440
| -25% | -$682K | 0.99% | 40 |
|
2018
Q1 | $3.18M | Buy |
156,510
+3,760
| +2% | +$76.4K | 1.45% | 22 |
|
2017
Q4 | $2.82M | Sell |
152,750
-43,190
| -22% | -$796K | 1.25% | 26 |
|
2017
Q3 | $3.63M | Buy |
195,940
+40,250
| +26% | +$745K | 1.81% | 14 |
|
2017
Q2 | $2.2M | Buy |
155,690
+23,320
| +18% | +$329K | 1.26% | 30 |
|
2017
Q1 | $1.7M | Buy |
132,370
+54,260
| +69% | +$697K | 0.99% | 40 |
|
2016
Q4 | $826K | Buy |
+78,110
| New | +$826K | 0.58% | 62 |
|