FineMark National Bank & Trust’s Lam Research LRCX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,740
| Closed | -$505K | – | 431 |
|
|
2024
Q2 | $505K | Buy |
4,740
+600
| +14% | +$63.9K | 0.02% | 276 |
|
|
2024
Q1 | $402K | Sell |
4,140
-30
| -0.7% | -$2.92K | 0.01% | 306 |
|
|
2023
Q4 | $327K | Sell |
4,170
-710
| -15% | -$55.6K | 0.01% | 325 |
|
|
2023
Q3 | $306K | Hold |
4,880
| – | – | 0.01% | 329 |
|
|
2023
Q2 | $314K | Buy |
4,880
+400
| +9% | +$25.7K | 0.01% | 338 |
|
|
2023
Q1 | $237K | Sell |
4,480
-580
| -11% | -$30.7K | 0.01% | 368 |
|
|
2022
Q4 | $213K | Buy |
+5,060
| New | +$213K | 0.01% | 372 |
|
|
2022
Q2 | – | Sell |
-4,870
| Closed | -$262K | – | 436 |
|
|
2022
Q1 | $262K | Buy |
4,870
+340
| +8% | +$18.3K | 0.01% | 387 |
|
|
2021
Q4 | $326K | Sell |
4,530
-910
| -17% | -$65.5K | 0.01% | 366 |
|
|
2021
Q3 | $310K | Sell |
5,440
-150
| -3% | -$8.55K | 0.01% | 353 |
|
|
2021
Q2 | $364K | Buy |
5,590
+920
| +20% | +$59.9K | 0.01% | 339 |
|
|
2021
Q1 | $278K | Hold |
4,670
| – | – | 0.01% | 373 |
|
|
2020
Q4 | $221K | Buy |
+4,670
| New | +$221K | 0.01% | 383 |
|
|
2017
Q1 | – | Sell |
-1,240
| Closed | -$13K | – | 716 |
|
|
2016
Q4 | $13K | Hold |
1,240
| – | – | ﹤0.01% | 905 |
|
|
2016
Q3 | $12K | Hold |
1,240
| – | – | ﹤0.01% | 907 |
|
|
2016
Q2 | $10K | Hold |
1,240
| – | – | ﹤0.01% | 951 |
|
|
2016
Q1 | $10K | Hold |
1,240
| – | – | ﹤0.01% | 906 |
|
|
2015
Q4 | $10K | Hold |
1,240
| – | – | ﹤0.01% | 940 |
|
|
2015
Q3 | $8K | Hold |
1,240
| – | – | ﹤0.01% | 1009 |
|
|
2015
Q2 | $10K | Hold |
1,240
| – | – | ﹤0.01% | 1003 |
|
|
2015
Q1 | $9K | Sell |
1,240
-380
| -23% | -$2.76K | ﹤0.01% | 1021 |
|
|
2014
Q4 | $13K | Hold |
1,620
| – | – | ﹤0.01% | 980 |
|
|
2014
Q3 | $12K | Hold |
1,620
| – | – | ﹤0.01% | 977 |
|
|
2014
Q2 | $11K | Hold |
1,620
| – | – | ﹤0.01% | 1018 |
|
|
2014
Q1 | $9K | Hold |
1,620
| – | – | ﹤0.01% | 1065 |
|
|
2013
Q4 | $9K | Buy |
1,620
+380
| +31% | +$2.11K | ﹤0.01% | 1040 |
|
|
2013
Q3 | $6K | Hold |
1,240
| – | – | ﹤0.01% | 1070 |
|
|
2013
Q2 | $5K | Buy |
+1,240
| New | +$5K | ﹤0.01% | 1100 |
|