FMWA
Forvis Mazars Wealth Advisors’s Lam Research LRCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,864
| Closed | -$880K | – | 324 |
|
|
2020
Q4 | $880K | Sell |
1,864
-3
| -0.2% | -$1.42K | 0.04% | 160 |
|
|
2020
Q3 | $619K | Sell |
1,867
-121
| -6% | -$40.1K | 0.04% | 180 |
|
|
2020
Q2 | $643K | Sell |
1,988
-170
| -8% | -$55K | 0.04% | 168 |
|
|
2020
Q1 | $518K | Sell |
2,158
-581
| -21% | -$139K | 0.04% | 166 |
|
|
2019
Q4 | $801K | Buy |
2,739
+168
| +7% | +$49.1K | 0.06% | 137 |
|
|
2019
Q3 | $594K | Buy |
+2,571
| New | +$594K | 0.05% | 146 |
|
|
2018
Q3 | – | Sell |
-2,562
| Closed | -$443K | – | 236 |
|
|
2018
Q2 | $443K | Buy |
2,562
+39
| +2% | +$6.74K | 0.04% | 152 |
|
|
2018
Q1 | $513K | Sell |
2,523
-280
| -10% | -$56.9K | 0.05% | 138 |
|
|
2017
Q4 | $516K | Buy |
2,803
+333
| +13% | +$61.3K | 0.05% | 148 |
|
|
2017
Q3 | $457K | Sell |
2,470
-367
| -13% | -$67.9K | 0.05% | 144 |
|
|
2017
Q2 | $401K | Sell |
2,837
-209
| -7% | -$29.5K | 0.05% | 151 |
|
|
2017
Q1 | $391K | Buy |
3,046
+224
| +8% | +$28.8K | 0.05% | 143 |
|
|
2016
Q4 | $298K | Sell |
2,822
-416
| -13% | -$43.9K | 0.04% | 160 |
|
|
2016
Q3 | $307K | Buy |
3,238
+8
| +0.2% | +$758 | 0.04% | 142 |
|
|
2016
Q2 | $272K | Sell |
3,230
-198
| -6% | -$16.7K | 0.04% | 150 |
|
|
2016
Q1 | $283K | Buy |
3,428
+248
| +8% | +$20.5K | 0.05% | 143 |
|
|
2015
Q4 | $253K | Sell |
3,180
-17
| -0.5% | -$1.35K | 0.04% | 160 |
|
|
2015
Q3 | $209K | Buy |
+3,197
| New | +$209K | 0.04% | 169 |
|