Deroy & Devereaux Private Investment Counsel’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 | $25.6M | Buy |
263,089
+131
| +0% | +$12.8K | 1.38% | 36 |
|
|
2025
Q1 | $19.1M | Sell |
262,958
-2,901
| -1% | -$211K | 1.11% | 45 |
|
|
2024
Q4 | $19.2M | Buy |
265,859
+5,209
| +2% | +$376K | 1.1% | 46 |
|
|
2024
Q3 | $21.3M | Buy |
260,650
+2,820
| +1% | +$230K | 1.21% | 42 |
|
|
2024
Q2 | $27.5M | Sell |
257,830
-1,510
| -0.6% | -$161K | 1.69% | 23 |
|
|
2024
Q1 | $25.2M | Sell |
259,340
-85,080
| -25% | -$8.27M | 1.54% | 27 |
|
|
2023
Q4 | $27M | Sell |
344,420
-13,450
| -4% | -$1.05M | 1.8% | 17 |
|
|
2023
Q3 | $22.4M | Sell |
357,870
-4,510
| -1% | -$283K | 1.64% | 23 |
|
|
2023
Q2 | $23.3M | Sell |
362,380
-3,810
| -1% | -$245K | 1.62% | 24 |
|
|
2023
Q1 | $19.4M | Sell |
366,190
-2,940
| -0.8% | -$156K | 1.48% | 32 |
|
|
2022
Q4 | $15.5M | Buy |
369,130
+820
| +0.2% | +$34.5K | 1.19% | 40 |
|
|
2022
Q3 | $13.5M | Sell |
368,310
-10
| -0% | -$366 | 1.17% | 46 |
|
|
2022
Q2 | $15.7M | Buy |
368,320
+13,850
| +4% | +$590K | 1.3% | 41 |
|
|
2022
Q1 | $19.1M | Buy |
354,470
+5,080
| +1% | +$273K | 1.38% | 37 |
|
|
2021
Q4 | $25.1M | Sell |
349,390
-9,870
| -3% | -$710K | 1.85% | 11 |
|
|
2021
Q3 | $20.4M | Sell |
359,260
-4,420
| -1% | -$252K | 1.6% | 27 |
|
|
2021
Q2 | $23.7M | Sell |
363,680
-1,530
| -0.4% | -$99.6K | 1.78% | 16 |
|
|
2021
Q1 | $21.7M | Sell |
365,210
-237,120
| -39% | -$14.1M | 1.72% | 20 |
|
|
2020
Q4 | $28.4M | Sell |
602,330
-50,130
| -8% | -$2.37M | 2.52% | 3 |
|
|
2020
Q3 | $21.6M | Sell |
652,460
-2,880
| -0.4% | -$95.5K | 2.27% | 4 |
|
|
2020
Q2 | $21.2M | Sell |
655,340
-10,820
| -2% | -$350K | 2.34% | 4 |
|
|
2020
Q1 | $16M | Sell |
666,160
-12,180
| -2% | -$292K | 2.09% | 14 |
|
|
2019
Q4 | $19.8M | Sell |
678,340
-359,490
| -35% | -$10.5M | 1.74% | 22 |
|
|
2019
Q3 | $24M | Sell |
1,037,830
-18,540
| -2% | -$428K | 2.34% | 5 |
|
|
2019
Q2 | $19.8M | Sell |
1,056,370
-20,220
| -2% | -$380K | 1.91% | 15 |
|
|
2019
Q1 | $19.3M | Buy |
1,076,590
+1,470
| +0.1% | +$26.3K | 1.93% | 18 |
|
|
2018
Q4 | $14.6M | Buy |
1,075,120
+18,700
| +2% | +$255K | 1.69% | 26 |
|
|
2018
Q3 | $16M | Buy |
1,056,420
+10,530
| +1% | +$160K | 1.6% | 29 |
|
|
2018
Q2 | $18.1M | Buy |
1,045,890
+13,960
| +1% | +$241K | 1.84% | 17 |
|
|
2018
Q1 | $21M | Sell |
1,031,930
-73,980
| -7% | -$1.5M | 2.23% | 5 |
|
|
2017
Q4 | $20.4M | Sell |
1,105,910
-78,500
| -7% | -$1.44M | 2.15% | 7 |
|
|
2017
Q3 | $21.9M | Sell |
1,184,410
-335,380
| -22% | -$6.21M | 2.46% | 6 |
|
|
2017
Q2 | $21.5M | Buy |
1,519,790
+2,320
| +0.2% | +$32.8K | 2.46% | 6 |
|
|
2017
Q1 | $19.5M | Sell |
1,517,470
-45,330
| -3% | -$582K | 2.26% | 7 |
|
|
2016
Q4 | $16.5M | Sell |
1,562,800
-220
| -0% | -$2.33K | 1.96% | 12 |
|
|
2016
Q3 | $14.8M | Buy |
1,563,020
+13,120
| +0.8% | +$124K | 1.87% | 16 |
|
|
2016
Q2 | $13M | Buy |
1,549,900
+16,320
| +1% | +$137K | 1.73% | 23 |
|
|
2016
Q1 | $12.7M | Buy |
1,533,580
+197,520
| +15% | +$1.63M | 1.73% | 23 |
|
|
2015
Q4 | $10.6M | Buy |
+1,336,060
| New | +$10.6M | 1.46% | 38 |
|