EWM
Evermay Wealth Management’s Lam Research LRCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $354K | Buy |
3,632
+1,292
| +55% | +$126K | 0.04% | 148 |
|
|
2025
Q1 | $170K | Hold |
2,340
| – | – | 0.02% | 204 |
|
|
2024
Q4 | $169K | Buy |
2,340
+2,106
| +900% | +$152K | 0.03% | 206 |
|
|
2024
Q3 | $191K | Hold |
234
| – | – | 0.03% | 202 |
|
|
2024
Q2 | $249K | Hold |
234
| – | – | 0.04% | 175 |
|
|
2024
Q1 | $228K | Sell |
234
-1
| -0.4% | -$973 | 0.03% | 188 |
|
|
2023
Q4 | $184K | Buy |
235
+1
| +0.4% | +$784 | 0.03% | 187 |
|
|
2023
Q3 | $147K | Buy |
234
+18
| +8% | +$11.3K | 0.03% | 196 |
|
|
2023
Q2 | $139K | Hold |
216
| – | – | 0.03% | 211 |
|
|
2023
Q1 | $115K | Buy |
216
+32
| +17% | +$17K | 0.02% | 223 |
|
|
2022
Q4 | $77.5K | Hold |
184
| – | – | 0.02% | 254 |
|
|
2022
Q3 | $68K | Hold |
184
| – | – | 0.01% | 254 |
|
|
2022
Q2 | $79K | Sell |
184
-30
| -14% | -$12.9K | 0.02% | 236 |
|
|
2022
Q1 | $115K | Hold |
214
| – | – | 0.02% | 243 |
|
|
2021
Q4 | $154K | Buy |
214
+109
| +104% | +$78.4K | 0.03% | 189 |
|
|
2021
Q3 | $60K | Hold |
105
| – | – | 0.01% | 249 |
|
|
2021
Q2 | $68K | Buy |
+105
| New | +$68K | 0.01% | 252 |
|