CWP
Core Wealth Partners’s Lam Research LRCX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $389K | Hold |
4,000
| – | – | 0.2% | 102 |
|
2025
Q1 | $291K | Hold |
4,000
| – | – | 0.17% | 122 |
|
2024
Q4 | $289K | Buy |
+4,000
| New | +$289K | 0.17% | 125 |
|
2024
Q3 | – | Sell |
-400
| Closed | -$426K | – | 167 |
|
2024
Q2 | $426K | Buy |
+400
| New | +$426K | 0.29% | 74 |
|