Davis Investment Partners’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 | $779K | Buy |
8,045
+45
| +0.6% | +$4.36K | 0.28% | 57 |
|
|
2025
Q1 | $543K | Hold |
8,000
| – | – | 0.24% | 80 |
|
|
2024
Q4 | $597K | Hold |
8,000
| – | – | 0.25% | 67 |
|
|
2024
Q3 | $651K | Hold |
8,000
| – | – | 0.27% | 61 |
|
|
2024
Q2 | $856K | Sell |
8,000
-160
| -2% | -$17.1K | 0.35% | 57 |
|
|
2024
Q1 | $785K | Buy |
8,160
+160
| +2% | +$15.4K | 0.34% | 53 |
|
|
2023
Q4 | $585K | Hold |
8,000
| – | – | 0.28% | 59 |
|
|
2023
Q3 | $501K | Hold |
8,000
| – | – | 0.27% | 60 |
|
|
2023
Q2 | $492K | Hold |
8,000
| – | – | 0.23% | 67 |
|
|
2023
Q1 | $403K | Hold |
8,000
| – | – | 0.21% | 68 |
|
|
2022
Q4 | $408K | Buy |
+8,000
| New | +$408K | 0.21% | 72 |
|