EHWM
Eads & Heald Wealth Management’s Lam Research LRCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.35M | Buy |
24,128
+814
| +3% | +$79.2K | 1.16% | 25 |
|
|
2025
Q1 | $1.7M | Buy |
23,314
+1,907
| +9% | +$139K | 0.86% | 53 |
|
|
2024
Q4 | $1.55M | Buy |
21,407
+19,187
| +864% | +$1.39M | 0.76% | 59 |
|
|
2024
Q3 | $1.81M | Sell |
2,220
-81
| -4% | -$66.1K | 0.86% | 49 |
|
|
2024
Q2 | $2.45M | Buy |
2,301
+220
| +11% | +$234K | 1.18% | 26 |
|
|
2024
Q1 | $2.02M | Sell |
2,081
-81
| -4% | -$78.7K | 0.94% | 43 |
|
|
2023
Q4 | $1.69M | Buy |
2,162
+83
| +4% | +$65K | 0.81% | 60 |
|
|
2023
Q3 | $1.3M | Buy |
2,079
+257
| +14% | +$161K | 0.68% | 73 |
|
|
2023
Q2 | $1.17M | Sell |
1,822
-79
| -4% | -$50.8K | 0.58% | 80 |
|
|
2023
Q1 | $1.01M | Sell |
1,901
-89
| -4% | -$47.2K | 0.5% | 82 |
|
|
2022
Q4 | $836K | Sell |
1,990
-570
| -22% | -$239K | 0.43% | 92 |
|
|
2022
Q3 | $937K | Sell |
2,560
-10
| -0.4% | -$3.66K | 0.53% | 80 |
|
|
2022
Q2 | $1.1M | Buy |
2,570
+44
| +2% | +$18.7K | 0.59% | 78 |
|
|
2022
Q1 | $1.36M | Buy |
2,526
+471
| +23% | +$253K | 0.63% | 75 |
|
|
2021
Q4 | $1.48M | Buy |
2,055
+11
| +0.5% | +$7.91K | 0.64% | 75 |
|
|
2021
Q3 | $1.16M | Sell |
2,044
-35
| -2% | -$19.9K | 0.56% | 86 |
|
|
2021
Q2 | $1.35M | Buy |
2,079
+209
| +11% | +$136K | 0.66% | 77 |
|
|
2021
Q1 | $1.11M | Buy |
1,870
+251
| +16% | +$149K | 0.57% | 81 |
|
|
2020
Q4 | $765K | Buy |
1,619
+172
| +12% | +$81.3K | 0.41% | 92 |
|
|
2020
Q3 | $480K | Buy |
+1,447
| New | +$480K | 0.29% | 103 |
|