CWS
Confluence Wealth Services’s Lam Research LRCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $220K | Buy |
+2,258
| New | +$220K | 0.01% | 343 |
|
|
2025
Q1 | – | Sell |
-3,730
| Closed | -$303K | – | 349 |
|
|
2024
Q4 | $303K | Buy |
3,730
+3,420
| +1,103% | +$278K | 0.02% | 276 |
|
|
2024
Q3 | $253K | Buy |
310
+94
| +44% | +$76.7K | 0.02% | 304 |
|
|
2024
Q2 | $230K | Buy |
+216
| New | +$230K | 0.02% | 341 |
|