Donaldson Capital Management’s Lam Research LRCX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-4,200
Closed -$223K 234
2023
Q1
$223K Sell
4,200
-1,000
-19% -$53K 0.01% 207
2022
Q4
$218K Sell
5,200
-39,930
-88% -$1.68M 0.01% 218
2022
Q3
$1.65M Sell
45,130
-4,940
-10% -$181K 0.09% 86
2022
Q2
$2.13M Sell
50,070
-6,680
-12% -$285K 0.11% 79
2022
Q1
$3.05M Buy
56,750
+13,860
+32% +$745K 0.14% 72
2021
Q4
$3.08M Buy
42,890
+32,120
+298% +$2.31M 0.14% 74
2021
Q3
$613K Buy
10,770
+800
+8% +$45.5K 0.03% 151
2021
Q2
$649K Sell
9,970
-1,450
-13% -$94.4K 0.03% 145
2021
Q1
$680K Buy
11,420
+460
+4% +$27.4K 0.04% 134
2020
Q4
$517K Buy
10,960
+2,250
+26% +$106K 0.03% 158
2020
Q3
$289K Buy
+8,710
New +$289K 0.02% 196