Equitable Trust’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 | $336K | Sell |
3,449
-1,125
| -25% | -$110K | 0.02% | 363 |
|
|
2025
Q1 | $333K | Buy |
4,574
+471
| +11% | +$34.2K | 0.02% | 388 |
|
|
2024
Q4 | $296K | Sell |
4,103
-11,067
| -73% | -$799K | 0.02% | 414 |
|
|
2024
Q3 | $1.24M | Buy |
15,170
+8,880
| +141% | +$725K | 0.08% | 183 |
|
|
2024
Q2 | $670K | Buy |
6,290
+810
| +15% | +$86.3K | 0.05% | 244 |
|
|
2024
Q1 | $532K | Hold |
5,480
| – | – | 0.04% | 292 |
|
|
2023
Q4 | $429K | Buy |
5,480
+480
| +10% | +$37.6K | 0.03% | 301 |
|
|
2023
Q3 | $313K | Hold |
5,000
| – | – | 0.03% | 336 |
|
|
2023
Q2 | $321K | Hold |
5,000
| – | – | 0.02% | 327 |
|
|
2023
Q1 | $265K | Hold |
5,000
| – | – | 0.02% | 354 |
|
|
2022
Q4 | $210K | Buy |
+5,000
| New | +$210K | 0.02% | 375 |
|
|
2022
Q3 | – | Sell |
-5,000
| Closed | -$213K | – | 396 |
|
|
2022
Q2 | $213K | Sell |
5,000
-330
| -6% | -$14.1K | 0.02% | 371 |
|
|
2022
Q1 | $287K | Sell |
5,330
-3,440
| -39% | -$185K | 0.02% | 331 |
|
|
2021
Q4 | $631K | Buy |
+8,770
| New | +$631K | 0.04% | 221 |
|