EWA
Encompass Wealth Advisors’s Lam Research LRCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.44M | Buy |
14,818
+7
| +0% | +$681 | 0.53% | 34 |
|
|
2025
Q1 | $1.08M | Hold |
14,811
| – | – | 0.44% | 37 |
|
|
2024
Q4 | $1.07M | Buy |
14,811
+13,264
| +857% | +$958K | 0.43% | 39 |
|
|
2024
Q3 | $1.26M | Hold |
1,547
| – | – | 0.32% | 65 |
|
|
2024
Q2 | $1.65M | Buy |
1,547
+40
| +3% | +$42.6K | 0.44% | 48 |
|
|
2024
Q1 | $1.46M | Sell |
1,507
-90
| -6% | -$87.4K | 0.39% | 54 |
|
|
2023
Q4 | $1.25M | Buy |
1,597
+10
| +0.6% | +$7.83K | 0.38% | 55 |
|
|
2023
Q3 | $994K | Buy |
1,587
+1
| +0.1% | +$627 | 0.33% | 60 |
|
|
2023
Q2 | $1.02M | Hold |
1,586
| – | – | 0.33% | 58 |
|
|
2023
Q1 | $841K | Buy |
1,586
+10
| +0.6% | +$5.3K | 0.29% | 68 |
|
|
2022
Q4 | $662K | Sell |
1,576
-9
| -0.6% | -$3.78K | 0.24% | 77 |
|
|
2022
Q3 | $580K | Sell |
1,585
-27
| -2% | -$9.88K | 0.22% | 89 |
|
|
2022
Q2 | $687K | Buy |
1,612
+61
| +4% | +$26K | 0.24% | 69 |
|
|
2022
Q1 | $834K | Hold |
1,551
| – | – | 0.21% | 82 |
|
|
2021
Q4 | $1.12M | Hold |
1,551
| – | – | 0.27% | 65 |
|
|
2021
Q3 | $882K | Sell |
1,551
-180
| -10% | -$102K | 0.23% | 78 |
|
|
2021
Q2 | $1.13M | Hold |
1,731
| – | – | 0.28% | 74 |
|
|
2021
Q1 | $1.05M | Buy |
+1,731
| New | +$1.05M | 0.27% | 72 |
|