CSWM
Cassady Schiller Wealth Management’s Lam Research LRCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $82.6K | Buy |
1,143
+1,038
| +989% | +$75K | 0.03% | 166 |
|
|
2024
Q3 | $85.3K | Buy |
105
+1
| +1% | +$812 | 0.03% | 165 |
|
|
2024
Q2 | $111K | Hold |
104
| – | – | 0.05% | 149 |
|
|
2024
Q1 | $101K | Buy |
104
+74
| +247% | +$72K | 0.05% | 154 |
|
|
2023
Q4 | $23.5K | Hold |
30
| – | – | 0.01% | 264 |
|
|
2023
Q3 | $18.8K | Hold |
30
| – | – | 0.01% | 277 |
|
|
2023
Q2 | $19.3K | Hold |
30
| – | – | 0.01% | 281 |
|
|
2023
Q1 | $15.9K | Hold |
30
| – | – | 0.01% | 289 |
|
|
2022
Q4 | $12.6K | Buy |
+30
| New | +$12.6K | 0.01% | 300 |
|
|
2022
Q1 | – | Sell |
-33
| Closed | -$24K | – | 381 |
|
|
2021
Q4 | $24K | Buy |
+33
| New | +$24K | 0.01% | 260 |
|