Financial Synergies 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-20
| Closed | -$1.94K | – | 285 |
|
2024
Q1 | $1.94K | Sell |
20
-20
| -50% | -$1.94K | ﹤0.01% | 331 |
|
2023
Q4 | $1.68K | Buy |
40
+20
| +100% | +$841 | ﹤0.01% | 261 |
|
2023
Q3 | $1.25K | Hold |
20
| – | – | ﹤0.01% | 350 |
|
2023
Q2 | $1.29K | Sell |
20
-10
| -33% | -$643 | ﹤0.01% | 341 |
|
2023
Q1 | $1.59K | Sell |
30
-10
| -25% | -$530 | ﹤0.01% | 319 |
|
2022
Q4 | $1.68K | Buy |
+40
| New | +$1.68K | ﹤0.01% | 261 |
|
2022
Q3 | – | Sell |
-40
| Closed | -$1.71K | – | 498 |
|
2022
Q2 | $1.71K | Buy |
+40
| New | +$1.71K | ﹤0.01% | 255 |
|