Cassaday & Co Wealth Management’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
$759K Sell
7,796
-27
-0.3% -$2.63K 0.02% 161
2025
Q1
$569K Buy
7,823
+163
+2% +$11.9K 0.02% 182
2024
Q4
$553K Hold
7,660
0.02% 182
2024
Q3
$625K Sell
7,660
-20
-0.3% -$1.63K 0.02% 161
2024
Q2
$818K Sell
7,680
-60
-0.8% -$6.39K 0.03% 125
2024
Q1
$752K Sell
7,740
-1,170
-13% -$114K 0.02% 137
2023
Q4
$698K Buy
8,910
+10
+0.1% +$783 0.02% 129
2023
Q3
$558K Buy
8,900
+50
+0.6% +$3.13K 0.02% 137
2023
Q2
$569K Hold
8,850
0.02% 143
2023
Q1
$469K Sell
8,850
-620
-7% -$32.9K 0.02% 159
2022
Q4
$398K Buy
+9,470
New +$398K 0.02% 168