CWP
Concord Wealth Partners’s Lam Research LRCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.7M | Buy |
17,502
+1,064
| +6% | +$104K | 0.25% | 94 |
|
|
2025
Q1 | $1.2M | Sell |
16,438
-1,340
| -8% | -$97.4K | 0.2% | 107 |
|
|
2024
Q4 | $1.28M | Buy |
17,778
+16,483
| +1,273% | +$1.19M | 0.21% | 91 |
|
|
2024
Q3 | $1.06M | Buy |
1,295
+72
| +6% | +$58.8K | 0.18% | 94 |
|
|
2024
Q2 | $1.3M | Buy |
1,223
+113
| +10% | +$120K | 0.23% | 87 |
|
|
2024
Q1 | $1.08M | Buy |
1,110
+230
| +26% | +$223K | 0.19% | 95 |
|
|
2023
Q4 | $689K | Buy |
880
+165
| +23% | +$129K | 0.14% | 111 |
|
|
2023
Q3 | $448K | Sell |
715
-19
| -3% | -$11.9K | 0.1% | 130 |
|
|
2023
Q2 | $472K | Buy |
734
+199
| +37% | +$128K | 0.1% | 116 |
|
|
2023
Q1 | $284K | Buy |
535
+30
| +6% | +$15.9K | 0.08% | 117 |
|
|
2022
Q4 | $212K | Sell |
505
-118
| -19% | -$49.6K | 0.06% | 155 |
|
|
2022
Q3 | $228K | Buy |
623
+30
| +5% | +$11K | 0.07% | 144 |
|
|
2022
Q2 | $253K | Buy |
593
+162
| +38% | +$69.1K | 0.07% | 137 |
|
|
2022
Q1 | $232K | Buy |
431
+9
| +2% | +$4.85K | 0.06% | 164 |
|
|
2021
Q4 | $304K | Buy |
422
+374
| +779% | +$269K | 0.07% | 141 |
|
|
2021
Q3 | $27K | Sell |
48
-328
| -87% | -$185K | 0.01% | 326 |
|
|
2021
Q2 | $245K | Sell |
376
-54
| -13% | -$35.2K | 0.07% | 119 |
|
|
2021
Q1 | $256K | Buy |
430
+424
| +7,067% | +$252K | 0.09% | 107 |
|
|
2020
Q4 | $3K | Buy |
+6
| New | +$3K | ﹤0.01% | 476 |
|