Carson Wealth (CWM LLC)’s Lam Research LRCX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.57M | Buy |
67,491
+1,368
| +2% | +$133K | 0.02% | 515 |
|
|
2025
Q1 | $4.81M | Buy |
66,123
+16,028
| +32% | +$1.17M | 0.02% | 542 |
|
|
2024
Q4 | $3.62M | Buy |
50,095
+1,525
| +3% | +$110K | 0.02% | 551 |
|
|
2024
Q3 | $3.96M | Buy |
48,570
+3,320
| +7% | +$271K | 0.02% | 495 |
|
|
2024
Q2 | $4.82M | Buy |
45,250
+4,030
| +10% | +$429K | 0.02% | 425 |
|
|
2024
Q1 | $4.01M | Buy |
41,220
+950
| +2% | +$92.3K | 0.02% | 456 |
|
|
2023
Q4 | $3.15M | Sell |
40,270
-1,850
| -4% | -$145K | 0.02% | 488 |
|
|
2023
Q3 | $2.64M | Buy |
42,120
+2,420
| +6% | +$152K | 0.02% | 484 |
|
|
2023
Q2 | $2.55M | Buy |
39,700
+4,080
| +11% | +$262K | 0.02% | 473 |
|
|
2023
Q1 | $1.89M | Buy |
35,620
+9,800
| +38% | +$519K | 0.01% | 488 |
|
|
2022
Q4 | $1.09M | Buy |
25,820
+3,670
| +17% | +$154K | 0.01% | 590 |
|
|
2022
Q3 | $811K | Sell |
22,150
-1,500
| -6% | -$54.9K | 0.01% | 605 |
|
|
2022
Q2 | $1.01M | Buy |
23,650
+5,650
| +31% | +$241K | 0.01% | 560 |
|
|
2022
Q1 | $968K | Buy |
18,000
+2,510
| +16% | +$135K | 0.01% | 566 |
|
|
2021
Q4 | $1.11M | Buy |
+15,490
| New | +$1.11M | 0.01% | 556 |
|
|
2021
Q2 | $643K | Hold |
9,880
| – | – | 0.01% | 633 |
|
|
2021
Q1 | $643K | Hold |
9,880
| – | – | 0.01% | 633 |
|
|
2020
Q4 | $643K | Hold |
9,880
| – | – | 0.01% | 633 |
|
|
2020
Q3 | $643K | Hold |
9,880
| – | – | 0.01% | 633 |
|
|
2020
Q2 | $643K | Hold |
9,880
| – | – | 0.01% | 633 |
|
|
2020
Q1 | $643K | Hold |
9,880
| – | – | 0.01% | 633 |
|
|
2019
Q4 | $643K | Hold |
9,880
| – | – | 0.01% | 633 |
|
|
2019
Q3 | $643K | Hold |
9,880
| – | – | 0.01% | 633 |
|
|
2019
Q2 | $643K | Hold |
9,880
| – | – | 0.01% | 633 |
|
|
2019
Q1 | $643K | Buy |
9,880
+7,440
| +305% | +$484K | 0.01% | 633 |
|
|
2018
Q4 | $33K | Sell |
2,440
-190
| -7% | -$2.57K | ﹤0.01% | 986 |
|
|
2018
Q3 | $40K | Buy |
2,630
+1,630
| +163% | +$24.8K | ﹤0.01% | 786 |
|
|
2018
Q2 | $17K | Sell |
1,000
-3,200
| -76% | -$54.4K | ﹤0.01% | 866 |
|
|
2018
Q1 | $85K | Buy |
4,200
+400
| +11% | +$8.1K | ﹤0.01% | 471 |
|
|
2017
Q4 | $70K | Sell |
3,800
-80
| -2% | -$1.47K | ﹤0.01% | 475 |
|
|
2017
Q3 | $72K | Buy |
3,880
+320
| +9% | +$5.94K | ﹤0.01% | 455 |
|
|
2017
Q2 | $50K | Buy |
3,560
+190
| +6% | +$2.67K | ﹤0.01% | 477 |
|
|
2017
Q1 | $43K | Sell |
3,370
-10
| -0.3% | -$128 | ﹤0.01% | 481 |
|
|
2016
Q4 | $36K | Buy |
3,380
+460
| +16% | +$4.9K | ﹤0.01% | 492 |
|
|
2016
Q3 | $28K | Hold |
2,920
| – | – | ﹤0.01% | 506 |
|
|
2016
Q2 | $25K | Sell |
2,920
-1,000
| -26% | -$8.56K | ﹤0.01% | 444 |
|
|
2016
Q1 | $32K | Hold |
3,920
| – | – | ﹤0.01% | 392 |
|
|
2015
Q4 | $31K | Hold |
3,920
| – | – | ﹤0.01% | 360 |
|
|
2015
Q3 | $26K | Buy |
+3,920
| New | +$26K | ﹤0.01% | 339 |
|
|
2014
Q1 | – | Sell |
-4,010
| Closed | -$22K | – | 312 |
|
|
2013
Q4 | $22K | Buy |
4,010
+1,090
| +37% | +$5.98K | ﹤0.01% | 331 |
|
|
2013
Q3 | $15K | Buy |
+2,920
| New | +$15K | ﹤0.01% | 296 |
|