EP Wealth Advisors’s Lam Research LRCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.55M | Buy |
46,721
+3,922
| +9% | +$382K | 0.03% | 280 |
|
|
2025
Q1 | $3.11M | Sell |
42,799
-3,895
| -8% | -$283K | 0.02% | 290 |
|
|
2024
Q4 | $3.37M | Buy |
+46,694
| New | +$3.37M | 0.03% | 268 |
|
|
2024
Q3 | – | Sell |
-38,570
| Closed | -$4.11M | – | 1198 |
|
|
2024
Q2 | $4.11M | Sell |
38,570
-2,760
| -7% | -$294K | 0.04% | 199 |
|
|
2024
Q1 | $4.02M | Buy |
41,330
+9,240
| +29% | +$898K | 0.05% | 191 |
|
|
2023
Q4 | $2.51M | Sell |
32,090
-890
| -3% | -$69.7K | 0.03% | 229 |
|
|
2023
Q3 | $2.07M | Sell |
32,980
-2,075,390
| -98% | -$130M | 0.03% | 234 |
|
|
2023
Q2 | $2.05M | Buy |
2,108,370
+2,088,200
| +10,353% | +$2.03M | 0.03% | 236 |
|
|
2023
Q1 | $221K | Buy |
20,170
+6,140
| +44% | +$67.3K | ﹤0.01% | 557 |
|
|
2022
Q4 | $590K | Buy |
+14,030
| New | +$590K | 0.01% | 352 |
|
|
2022
Q3 | – | Sell |
-15,470
| Closed | -$659K | – | 503 |
|
|
2022
Q2 | $659K | Buy |
15,470
+2,030
| +15% | +$86.5K | 0.01% | 323 |
|
|
2022
Q1 | $722K | Sell |
13,440
-370
| -3% | -$19.9K | 0.02% | 308 |
|
|
2021
Q4 | $993K | Buy |
13,810
+1,070
| +8% | +$76.9K | 0.02% | 258 |
|
|
2021
Q3 | $725K | Sell |
12,740
-210
| -2% | -$12K | 0.02% | 274 |
|
|
2021
Q2 | $842K | Sell |
12,950
-980
| -7% | -$63.7K | 0.02% | 265 |
|
|
2021
Q1 | $829K | Buy |
13,930
+1,130
| +9% | +$67.2K | 0.03% | 252 |
|
|
2020
Q4 | $605K | Buy |
12,800
+4,280
| +50% | +$202K | 0.02% | 239 |
|
|
2020
Q3 | $283K | Sell |
8,520
-80
| -0.9% | -$2.66K | 0.01% | 297 |
|
|
2020
Q2 | $278K | Sell |
8,600
-20
| -0.2% | -$647 | 0.01% | 316 |
|
|
2020
Q1 | $207K | Sell |
8,620
-1,270
| -13% | -$30.5K | 0.01% | 346 |
|
|
2019
Q4 | $289K | Sell |
9,890
-970
| -9% | -$28.3K | 0.01% | 334 |
|
|
2019
Q3 | $251K | Sell |
10,860
-200
| -2% | -$4.62K | 0.01% | 307 |
|
|
2019
Q2 | $208K | Sell |
11,060
-330
| -3% | -$6.21K | 0.01% | 293 |
|
|
2019
Q1 | $204K | Buy |
+11,390
| New | +$204K | 0.02% | 233 |
|