Falcon Wealth Planning’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
$427K Sell
4,389
-1,206
-22% -$117K 0.04% 112
2025
Q1
$407K Buy
+5,595
New +$407K 0.05% 113
2024
Q4
Sell
-5,430
Closed -$443K 164
2024
Q3
$443K Sell
5,430
-880
-14% -$71.8K 0.05% 98
2024
Q2
$672K Buy
+6,310
New +$672K 0.09% 66