Castle Rock 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 | $290K | Sell |
2,833
-637
| -18% | -$65.1K | 0.07% | 210 |
|
|
2025
Q1 | $252K | Buy |
3,470
+76
| +2% | +$5.51K | 0.07% | 205 |
|
|
2024
Q4 | $281K | Buy |
+3,394
| New | +$281K | 0.07% | 200 |
|
|
2024
Q3 | – | Sell |
-3,260
| Closed | -$346K | – | 252 |
|
|
2024
Q2 | $346K | Buy |
3,260
+40
| +1% | +$4.24K | 0.09% | 184 |
|
|
2024
Q1 | $280K | Buy |
3,220
+120
| +4% | +$10.4K | 0.08% | 195 |
|
|
2023
Q4 | $227K | Buy |
+3,100
| New | +$227K | 0.07% | 211 |
|
|
2022
Q1 | – | Sell |
-5,660
| Closed | -$343K | – | 252 |
|
|
2021
Q4 | $343K | Buy |
5,660
+210
| +4% | +$12.7K | 0.14% | 174 |
|
|
2021
Q3 | $332K | Buy |
5,450
+40
| +0.7% | +$2.44K | 0.11% | 189 |
|
|
2021
Q2 | $334K | Sell |
5,410
-730
| -12% | -$45.1K | 0.12% | 190 |
|
|
2021
Q1 | $377K | Buy |
6,140
+360
| +6% | +$22.1K | 0.15% | 182 |
|
|
2020
Q4 | $326K | Buy |
+5,780
| New | +$326K | 0.14% | 192 |
|