CPA
Capital Performance Advisors’s Lam Research LRCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Buy |
10,626
+2,552
| +32% | +$248K | 0.2% | 61 |
|
|
2025
Q1 | $587K | Buy |
8,074
+1,857
| +30% | +$135K | 0.13% | 84 |
|
|
2024
Q4 | $449K | Buy |
6,217
+5,555
| +839% | +$401K | 0.14% | 63 |
|
|
2024
Q3 | $540K | Buy |
662
+20
| +3% | +$16.3K | 0.16% | 47 |
|
|
2024
Q2 | $684K | Buy |
642
+24
| +4% | +$25.6K | 0.26% | 40 |
|
|
2024
Q1 | $601K | Buy |
618
+5
| +0.8% | +$4.86K | 0.23% | 44 |
|
|
2023
Q4 | $480K | Buy |
613
+13
| +2% | +$10.2K | 0.21% | 38 |
|
|
2023
Q3 | $376K | Sell |
600
-7
| -1% | -$4.39K | 0.19% | 39 |
|
|
2023
Q2 | $390K | Buy |
607
+7
| +1% | +$4.5K | 0.19% | 36 |
|
|
2023
Q1 | $318K | Hold |
600
| – | – | 0.17% | 37 |
|
|
2022
Q4 | $252K | Hold |
600
| – | – | 0.14% | 38 |
|
|
2022
Q3 | $220K | Hold |
600
| – | – | 0.14% | 37 |
|
|
2022
Q2 | $256K | Hold |
600
| – | – | 0.16% | 36 |
|
|
2022
Q1 | $323K | Hold |
600
| – | – | 0.18% | 34 |
|
|
2021
Q4 | $333K | Buy |
+600
| New | +$333K | 0.2% | 30 |
|