Congress Wealth Management’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	$3.03M	Buy	31,103 +4,193	+16%	+$333K	0.03%	491
2025 Q1	$1.99M	Buy	26,910 +16,235	+152%	+$1.28M	0.02%	493
2024 Q4	$771K	Buy	10,675 +1,625	+18%	+$123K	0.01%	559
2024 Q3	$739K	Buy	9,050 +1,650	+22%	+$143K	0.01%	567
2024 Q2	$789K	Buy	7,400 +780	+12%	+$74.8K	0.01%	465
2024 Q1	$643K	Sell	6,620 -730	-10%	-$64.2K	0.01%	423
2023 Q4	$576K	Buy	7,350 +1,210	+20%	+$82.5K	0.01%	448
2023 Q3	$385K	Sell	6,140 -250	-4%	-$16.4K	0.01%	492
2023 Q2	$411K	Sell	6,390 -270	-4%	-$15.2K	0.01%	442
2023 Q1	$353K	Sell	6,660 -290	-4%	-$14.2K	0.01%	464
2022 Q4	$292K	Buy	6,950 +370	+6%	+$15.5K	0.01%	484
2022 Q3	$241K	Hold	6,580	–	–	0.01%	499
2022 Q2	$281K	Sell	6,580 -70	-1%	-$3.33K	0.01%	486
2022 Q1	$357K	Sell	6,650 -430	-6%	-$25K	0.01%	481
2021 Q4	$510K	Buy	+7,080	New	+$444K	0.01%	462