CWM
Circle Wealth Management’s Lam Research LRCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.48M | Buy |
20,296
+2,509
| +14% | +$182K | 0.03% | 95 |
|
|
2024
Q4 | $1.28M | Buy |
17,787
+15,775
| +784% | +$1.14M | 0.03% | 95 |
|
|
2024
Q3 | $1.64M | Buy |
2,012
+760
| +61% | +$620K | 0.04% | 80 |
|
|
2024
Q2 | $1.33M | Buy |
+1,252
| New | +$1.33M | 0.03% | 79 |
|
|
2021
Q1 | – | Sell |
-1,031
| Closed | -$487K | – | 192 |
|
|
2020
Q4 | $487K | Sell |
1,031
-20
| -2% | -$9.45K | 0.07% | 148 |
|
|
2020
Q3 | $349K | Sell |
1,051
-150
| -12% | -$49.8K | 0.06% | 146 |
|
|
2020
Q2 | $388K | Sell |
1,201
-740
| -38% | -$239K | 0.07% | 130 |
|
|
2020
Q1 | $466K | Sell |
1,941
-464
| -19% | -$111K | 0.09% | 112 |
|
|
2019
Q4 | $703K | Hold |
2,405
| – | – | 0.12% | 86 |
|
|
2019
Q3 | $556K | Sell |
2,405
-145
| -6% | -$33.5K | 0.12% | 93 |
|
|
2019
Q2 | $479K | Buy |
2,550
+50
| +2% | +$9.39K | 0.1% | 94 |
|
|
2019
Q1 | $448K | Buy |
+2,500
| New | +$448K | 0.1% | 102 |
|