CWA
Continuum Wealth Advisors’s Lam Research LRCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $457K | Hold |
4,700
| – | – | 0.22% | 34 |
|
|
2025
Q1 | $342K | Hold |
4,700
| – | – | 0.18% | 41 |
|
|
2024
Q4 | $339K | Buy |
4,700
+4,230
| +900% | +$306K | 0.17% | 45 |
|
|
2024
Q3 | $384K | Sell |
470
-82
| -15% | -$66.9K | 0.21% | 42 |
|
|
2024
Q2 | $588K | Buy |
552
+78
| +16% | +$83.1K | 0.31% | 26 |
|
|
2024
Q1 | $461K | Sell |
474
-227
| -32% | -$221K | 0.26% | 33 |
|
|
2023
Q4 | $549K | Sell |
701
-400
| -36% | -$313K | 0.36% | 22 |
|
|
2023
Q3 | $690K | Sell |
1,101
-100
| -8% | -$62.7K | 0.49% | 23 |
|
|
2023
Q2 | $772K | Buy |
+1,201
| New | +$772K | 0.55% | 22 |
|