Concert 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
2017
Q2
Sell
-72,320
Closed -$768K 311
2017
Q1
$768K Sell
72,320
-1,340
-2% -$14.2K 0.17% 172
2016
Q4
$782K Sell
73,660
-28,490
-28% -$302K 0.17% 176
2016
Q3
$965K Sell
102,150
-3,130
-3% -$29.6K 0.12% 228
2016
Q2
$885K Buy
105,280
+4,080
+4% +$34.3K 0.12% 226
2016
Q1
$834K Buy
101,200
+360
+0.4% +$2.97K 0.11% 231
2015
Q4
$798K Buy
100,840
+27,450
+37% +$217K 0.11% 241
2015
Q3
$488K Sell
73,390
-30,900
-30% -$205K 0.07% 365
2015
Q2
$845K Buy
104,290
+810
+0.8% +$6.56K 0.11% 238
2015
Q1
$419K Buy
103,480
+6,770
+7% +$27.4K 0.12% 233
2014
Q4
$765K Buy
96,710
+13,140
+16% +$104K 0.12% 234
2014
Q3
$618K Buy
83,570
+1,910
+2% +$14.1K 0.08% 222
2014
Q2
$528K Sell
81,660
-450
-0.5% -$2.91K 0.06% 263
2014
Q1
$443K Sell
82,110
-15,350
-16% -$82.8K 0.06% 307
2013
Q4
$528K Buy
97,460
+6,940
+8% +$37.6K 0.07% 247
2013
Q3
$461K Buy
90,520
+2,080
+2% +$10.6K 0.07% 264
2013
Q2
$389K Buy
+88,440
New +$389K 0.06% 276