EFS
Essex Financial Services’s Lam Research LRCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $642K | Buy |
6,592
+977
| +17% | +$95.1K | 0.04% | 357 |
|
|
2025
Q1 | $408K | Buy |
5,615
+72
| +1% | +$5.23K | 0.03% | 425 |
|
|
2024
Q4 | $400K | Buy |
+5,543
| New | +$400K | 0.03% | 424 |
|
|
2024
Q3 | – | Sell |
-493
| Closed | -$394K | – | 646 |
|
|
2024
Q2 | $394K | Sell |
493
-49
| -9% | -$39.2K | 0.03% | 421 |
|
|
2024
Q1 | $527K | Sell |
542
-1
| -0.2% | -$972 | 0.05% | 315 |
|
|
2023
Q4 | $425K | Sell |
543
-61
| -10% | -$47.8K | 0.04% | 330 |
|
|
2023
Q3 | $379K | Sell |
604
-16
| -3% | -$10K | 0.04% | 332 |
|
|
2023
Q2 | $399K | Buy |
620
+112
| +22% | +$72K | 0.05% | 316 |
|
|
2023
Q1 | $269K | Buy |
+508
| New | +$269K | 0.03% | 394 |
|
|
2022
Q2 | – | Sell |
-490
| Closed | -$263K | – | 504 |
|
|
2022
Q1 | $263K | Sell |
490
-53
| -10% | -$28.4K | 0.03% | 413 |
|
|
2021
Q4 | $390K | Buy |
543
+3
| +0.6% | +$2.16K | 0.04% | 321 |
|
|
2021
Q3 | $307K | Buy |
540
+95
| +21% | +$54K | 0.04% | 342 |
|
|
2021
Q2 | $265K | Hold |
445
| – | – | 0.04% | 351 |
|
|
2021
Q1 | $265K | Buy |
+445
| New | +$265K | 0.05% | 286 |
|