Congress 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.03M | Buy |
31,103
+4,193
| +16% | +$408K | 0.03% | 491 |
|
|
2025
Q1 | $1.99M | Buy |
26,910
+16,235
| +152% | +$1.2M | 0.02% | 493 |
|
|
2024
Q4 | $771K | Buy |
10,675
+1,625
| +18% | +$117K | 0.01% | 559 |
|
|
2024
Q3 | $739K | Buy |
9,050
+1,650
| +22% | +$135K | 0.01% | 567 |
|
|
2024
Q2 | $789K | Buy |
7,400
+780
| +12% | +$83.1K | 0.01% | 465 |
|
|
2024
Q1 | $643K | Sell |
6,620
-730
| -10% | -$71K | 0.01% | 423 |
|
|
2023
Q4 | $576K | Buy |
7,350
+1,210
| +20% | +$94.8K | 0.01% | 448 |
|
|
2023
Q3 | $385K | Sell |
6,140
-250
| -4% | -$15.7K | 0.01% | 492 |
|
|
2023
Q2 | $411K | Sell |
6,390
-270
| -4% | -$17.4K | 0.01% | 442 |
|
|
2023
Q1 | $353K | Sell |
6,660
-290
| -4% | -$15.4K | 0.01% | 464 |
|
|
2022
Q4 | $292K | Buy |
6,950
+370
| +6% | +$15.6K | 0.01% | 484 |
|
|
2022
Q3 | $241K | Hold |
6,580
| – | – | 0.01% | 499 |
|
|
2022
Q2 | $281K | Sell |
6,580
-70
| -1% | -$2.99K | 0.01% | 486 |
|
|
2022
Q1 | $357K | Sell |
6,650
-430
| -6% | -$23.1K | 0.01% | 481 |
|
|
2021
Q4 | $510K | Buy |
+7,080
| New | +$510K | 0.01% | 459 |
|