DWM
Darwin Wealth Management’s Lam Research LRCX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.44M | Buy |
35,388
+8,746
| +33% | +$851K | 1.19% | 22 |
|
2025
Q1 | $1.92M | Hold |
26,642
| – | – | 0.65% | 45 |
|
2024
Q4 | $1.92M | Buy |
26,642
+23,395
| +721% | -$421K | 0.65% | 45 |
|
2024
Q3 | $2.65M | Buy |
+3,247
| New | +$2.65M | 0.73% | 43 |
|
2024
Q2 | – | Sell |
-1,419
| Closed | -$1.38M | – | 119 |
|
2024
Q1 | $1.38M | Buy |
+1,419
| New | +$1.38M | 0.38% | 70 |
|
2023
Q1 | – | Sell |
-2,217
| Closed | -$1.05M | – | 170 |
|
2022
Q4 | $1.05M | Sell |
2,217
-98
| -4% | -$46.4K | 0.27% | 74 |
|
2022
Q3 | $730K | Sell |
2,315
-586
| -20% | -$185K | 0.18% | 89 |
|
2022
Q2 | $1.46M | Buy |
2,901
+437
| +18% | +$220K | 0.29% | 71 |
|
2022
Q1 | $1.32M | Buy |
2,464
+136
| +6% | +$73.1K | 0.22% | 80 |
|
2021
Q4 | $1.44M | Buy |
2,328
+1,008
| +76% | +$624K | 0.23% | 76 |
|
2021
Q3 | $752K | Sell |
1,320
-3,540
| -73% | -$2.02M | 0.12% | 99 |
|
2021
Q2 | $3.16M | Sell |
4,860
-1,547
| -24% | -$1.01M | 0.51% | 41 |
|
2021
Q1 | $3.81M | Buy |
+6,407
| New | +$3.81M | 0.67% | 39 |
|
2020
Q2 | – | Sell |
-37
| Closed | -$8K | – | 486 |
|
2020
Q1 | $8K | Buy |
+37
| New | +$8K | ﹤0.01% | 518 |
|