Focus Partners Wealth’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
$43.1M Buy
442,905
+762
+0.2% +$74.2K 0.09% 204
2025
Q1
$32.1M Sell
442,143
-370,312
-46% -$26.9M 0.08% 237
2024
Q4
$58.7M Buy
812,455
+539,095
+197% +$38.9M 0.15% 133
2024
Q3
$22.3M Sell
273,360
-784,620
-74% -$64M 0.07% 273
2024
Q2
$113M Buy
1,057,980
+552,540
+109% +$58.8M 0.38% 64
2024
Q1
$49.1M Buy
505,440
+51,230
+11% +$4.98M 0.4% 58
2023
Q4
$35.6M Buy
+454,210
New +$35.6M 0.47% 49