CWP
CFM Wealth Partners’s Lam Research LRCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $333K | Sell |
3,426
-2,324
| -40% | -$226K | 0.05% | 114 |
|
|
2025
Q1 | $418K | Buy |
+5,750
| New | +$418K | 0.07% | 105 |
|
|
2024
Q4 | – | Sell |
-656
| Closed | -$535K | – | 146 |
|
|
2024
Q3 | $535K | Hold |
656
| – | – | 0.09% | 101 |
|
|
2024
Q2 | $699K | Hold |
656
| – | – | 0.13% | 89 |
|
|
2024
Q1 | $637K | Hold |
656
| – | – | 0.13% | 95 |
|
|
2023
Q4 | $514K | Hold |
656
| – | – | 0.12% | 109 |
|
|
2023
Q3 | $411K | Hold |
656
| – | – | 0.11% | 111 |
|
|
2023
Q2 | $422K | Hold |
656
| – | – | 0.1% | 124 |
|
|
2023
Q1 | $348K | Buy |
656
+50
| +8% | +$26.5K | 0.09% | 123 |
|
|
2022
Q4 | $255K | Hold |
606
| – | – | 0.08% | 144 |
|
|
2022
Q3 | $222K | Hold |
606
| – | – | 0.07% | 144 |
|
|
2022
Q2 | $258K | Hold |
606
| – | – | 0.08% | 141 |
|
|
2022
Q1 | $326K | Buy |
606
+16
| +3% | +$8.61K | 0.08% | 145 |
|
|
2021
Q4 | $428K | Hold |
590
| – | – | 0.1% | 121 |
|
|
2021
Q3 | $335K | Hold |
590
| – | – | 0.08% | 136 |
|
|
2021
Q2 | $384K | Buy |
590
+15
| +3% | +$9.76K | 0.1% | 116 |
|
|
2021
Q1 | $342K | Hold |
575
| – | – | 0.1% | 115 |
|
|
2020
Q4 | $272K | Buy |
+575
| New | +$272K | 0.09% | 122 |
|
|
2020
Q3 | – | Sell |
-575
| Closed | -$185K | – | 337 |
|
|
2020
Q2 | $185K | Sell |
575
-135
| -19% | -$43.4K | 0.07% | 155 |
|
|
2020
Q1 | $170K | Hold |
710
| – | – | 0.08% | 146 |
|
|
2019
Q4 | $217K | Buy |
+710
| New | +$217K | 0.08% | 141 |
|