Concord Wealth Partners’s Lam Research LRCX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.7M Buy
2025
Q1
$1.2M Sell
2024
Q4
$1.28M Buy
2024
Q3
$1.06M Buy
2024
Q2
$1.3M Buy
2024
Q1
$1.08M Buy
2023
Q4
$689K Buy
2023
Q3
$448K Sell
2023
Q2
$472K Buy
2023
Q1
$284K Buy
2022
Q4
$212K Sell
2022
Q3
$228K Buy
2022
Q2
$253K Buy
2022
Q1
$232K Buy
2021
Q4
$304K Buy
2021
Q3
$27K Sell
2021
Q2
$245K Sell
2021
Q1
$256K Buy
2020
Q4
$3K Buy