Financial Counselors Inc’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 | – | Sell |
-118,973
| Closed | -$8.65M | – | 323 |
|
2025
Q1 | $8.65M | Buy |
118,973
+6,632
| +6% | +$482K | 0.13% | 154 |
|
2024
Q4 | $8.11M | Buy |
112,341
+921
| +0.8% | +$66.5K | 0.12% | 158 |
|
2024
Q3 | $9.09M | Buy |
111,420
+6,780
| +6% | +$553K | 0.13% | 149 |
|
2024
Q2 | $11.1M | Sell |
104,640
-500
| -0.5% | -$53.2K | 0.18% | 132 |
|
2024
Q1 | $10.2M | Sell |
105,140
-250
| -0.2% | -$24.3K | 0.17% | 138 |
|
2023
Q4 | $8.25M | Sell |
105,390
-900
| -0.8% | -$70.5K | 0.15% | 148 |
|
2023
Q3 | $6.66M | Buy |
106,290
+6,330
| +6% | +$397K | 0.13% | 157 |
|
2023
Q2 | $6.43M | Buy |
99,960
+2,210
| +2% | +$142K | 0.13% | 157 |
|
2023
Q1 | $5.18M | Buy |
97,750
+1,040
| +1% | +$55.1K | 0.11% | 165 |
|
2022
Q4 | $4.07M | Sell |
96,710
-24,800
| -20% | -$1.04M | 0.09% | 188 |
|
2022
Q3 | $4.45M | Buy |
121,510
+4,010
| +3% | +$147K | 0.11% | 173 |
|
2022
Q2 | $5.01M | Buy |
117,500
+3,260
| +3% | +$139K | 0.12% | 165 |
|
2022
Q1 | $6.14M | Buy |
114,240
+5,890
| +5% | +$317K | 0.13% | 163 |
|
2021
Q4 | $7.79M | Buy |
108,350
+26,890
| +33% | +$1.93M | 0.16% | 147 |
|
2021
Q3 | $4.64M | Buy |
81,460
+550
| +0.7% | +$31.3K | 0.1% | 190 |
|
2021
Q2 | $5.27M | Buy |
80,910
+2,990
| +4% | +$195K | 0.11% | 178 |
|
2021
Q1 | $4.64M | Buy |
77,920
+3,430
| +5% | +$204K | 0.11% | 180 |
|
2020
Q4 | $3.52M | Buy |
74,490
+2,830
| +4% | +$134K | 0.09% | 204 |
|
2020
Q3 | $2.38M | Buy |
71,660
+8,190
| +13% | +$272K | 0.07% | 221 |
|
2020
Q2 | $2.05M | Buy |
63,470
+11,700
| +23% | +$378K | 0.07% | 236 |
|
2020
Q1 | $1.24M | Buy |
51,770
+18,970
| +58% | +$455K | 0.06% | 234 |
|
2019
Q4 | $959K | Buy |
+32,800
| New | +$959K | 0.03% | 285 |
|
2017
Q3 | – | Sell |
-94,010
| Closed | -$1.33M | – | 500 |
|
2017
Q2 | $1.33M | Sell |
94,010
-17,880
| -16% | -$253K | 0.07% | 258 |
|
2017
Q1 | $1.44M | Sell |
111,890
-13,440
| -11% | -$172K | 0.07% | 240 |
|
2016
Q4 | $1.33M | Buy |
+125,330
| New | +$1.33M | 0.07% | 242 |
|
2015
Q1 | – | Sell |
-209,250
| Closed | -$1.66M | – | 464 |
|
2014
Q4 | $1.66M | Sell |
209,250
-35,710
| -15% | -$283K | 0.11% | 217 |
|
2014
Q3 | $1.83M | Buy |
244,960
+9,640
| +4% | +$72K | 0.13% | 197 |
|
2014
Q2 | $1.59M | Sell |
235,320
-1,870
| -0.8% | -$12.6K | 0.11% | 204 |
|
2014
Q1 | $1.31M | Buy |
+237,190
| New | +$1.31M | 0.09% | 229 |
|