CAMG
CWA Asset Management Group’s Lam Research LRCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.47M | Sell |
25,426
-6,620
| -21% | -$644K | 0.1% | 178 |
|
|
2025
Q1 | $2.33M | Buy |
32,046
+326
| +1% | +$23.7K | 0.11% | 170 |
|
|
2024
Q4 | $2.29M | Buy |
31,720
+28,823
| +995% | +$2.08M | 0.12% | 153 |
|
|
2024
Q3 | $2.36M | Buy |
+2,897
| New | +$2.36M | 0.13% | 141 |
|
|
2024
Q1 | $2.4M | Buy |
2,466
+865
| +54% | +$840K | 0.15% | 138 |
|
|
2023
Q4 | $1.25M | Buy |
1,601
+440
| +38% | +$345K | 0.09% | 147 |
|
|
2023
Q3 | $727K | Buy |
1,161
+246
| +27% | +$154K | 0.05% | 169 |
|
|
2023
Q2 | $588K | Buy |
915
+236
| +35% | +$152K | 0.04% | 189 |
|
|
2023
Q1 | $360K | Buy |
+679
| New | +$360K | 0.03% | 238 |
|