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