Exencial Wealth Advisors’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 | $390K | Buy |
4,008
+20
| +0.5% | +$1.95K | 0.01% | 406 |
|
|
2025
Q1 | $290K | Buy |
3,988
+104
| +3% | +$7.56K | 0.01% | 431 |
|
|
2024
Q4 | $281K | Sell |
3,884
-696
| -15% | -$50.3K | 0.01% | 427 |
|
|
2024
Q3 | $373K | Sell |
4,580
-400
| -8% | -$32.6K | 0.01% | 401 |
|
|
2024
Q2 | $531K | Sell |
4,980
-1,080
| -18% | -$115K | 0.02% | 341 |
|
|
2024
Q1 | $589K | Buy |
6,060
+150
| +3% | +$14.6K | 0.02% | 330 |
|
|
2023
Q4 | $463K | Sell |
5,910
-8,830
| -60% | -$692K | 0.02% | 344 |
|
|
2023
Q3 | $924K | Sell |
14,740
-2,890
| -16% | -$181K | 0.04% | 237 |
|
|
2023
Q2 | $1.13M | Sell |
17,630
-1,440
| -8% | -$92.6K | 0.05% | 226 |
|
|
2023
Q1 | $1.01M | Sell |
19,070
-210,570
| -92% | -$11.2M | 0.05% | 219 |
|
|
2022
Q4 | $9.65M | Buy |
229,640
+83,190
| +57% | +$3.5M | 0.52% | 57 |
|
|
2022
Q3 | $5.36M | Sell |
146,450
-95,700
| -40% | -$3.5M | 0.32% | 94 |
|
|
2022
Q2 | $10.3M | Buy |
242,150
+27,430
| +13% | +$1.17M | 0.58% | 50 |
|
|
2022
Q1 | $11.5M | Sell |
214,720
-57,100
| -21% | -$3.07M | 0.58% | 47 |
|
|
2021
Q4 | $19.5M | Buy |
271,820
+81,800
| +43% | +$5.88M | 0.95% | 18 |
|
|
2021
Q3 | $10.8M | Sell |
190,020
-8,340
| -4% | -$475K | 0.47% | 49 |
|
|
2021
Q2 | $12.9M | Buy |
198,360
+9,140
| +5% | +$595K | 0.7% | 31 |
|
|
2021
Q1 | $11.3M | Sell |
189,220
-27,320
| -13% | -$1.63M | 0.67% | 34 |
|
|
2020
Q4 | $10.2M | Sell |
216,540
-52,480
| -20% | -$2.48M | 0.7% | 35 |
|
|
2020
Q3 | $8.93M | Buy |
+269,020
| New | +$8.93M | 0.47% | 62 |
|