FVWA
Foster Victor Wealth Advisors’s Lam Research LRCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.3M | Sell |
233,152
-26,417
| -10% | -$2.64M | 1.58% | 10 |
|
|
2025
Q1 | $17.5M | Buy |
259,569
+14,678
| +6% | +$990K | 1.41% | 15 |
|
|
2024
Q4 | $19.7M | Buy |
244,891
+11,990
| +5% | +$963K | 1.51% | 14 |
|
|
2024
Q3 | $19.3M | Buy |
232,901
+211,614
| +994% | +$17.5M | 1.55% | 12 |
|
|
2024
Q2 | $22.9M | Sell |
21,287
-847
| -4% | -$911K | 1.91% | 6 |
|
|
2024
Q1 | $21.8M | Sell |
22,134
-2,491
| -10% | -$2.45M | 1.99% | 5 |
|
|
2023
Q4 | $18.6M | Sell |
24,625
-1,722
| -7% | -$1.3M | 1.91% | 7 |
|
|
2023
Q3 | $16.5M | Sell |
26,347
-2,580
| -9% | -$1.62M | 1.93% | 9 |
|
|
2023
Q2 | $18.2M | Sell |
28,927
-279
| -1% | -$175K | 2.02% | 5 |
|
|
2023
Q1 | $14.7M | Buy |
29,206
+335
| +1% | +$169K | 1.79% | 10 |
|
|
2022
Q4 | $12.9M | Buy |
28,871
+23
| +0.1% | +$10.2K | 1.64% | 19 |
|
|
2022
Q3 | $11.5M | Buy |
28,848
+1,617
| +6% | +$643K | 1.67% | 16 |
|
|
2022
Q2 | $10.7M | Buy |
27,231
+2,495
| +10% | +$977K | 1.59% | 21 |
|
|
2022
Q1 | $12.3M | Buy |
24,736
+1,552
| +7% | +$773K | 1.69% | 16 |
|
|
2021
Q4 | $15.9M | Buy |
23,184
+1,341
| +6% | +$920K | 2.17% | 4 |
|
|
2021
Q3 | $12.4M | Buy |
21,843
+1,905
| +10% | +$1.08M | 1.99% | 12 |
|
|
2021
Q2 | $13M | Buy |
19,938
+1,044
| +6% | +$679K | 2.17% | 8 |
|
|
2021
Q1 | $12.2M | Sell |
18,894
-457
| -2% | -$295K | 2.27% | 5 |
|
|
2020
Q4 | $9.14M | Sell |
19,351
-652
| -3% | -$308K | 2.08% | 8 |
|
|
2020
Q3 | $6.64M | Buy |
20,003
+2,017
| +11% | +$669K | 1.8% | 14 |
|
|
2020
Q2 | $5.82M | Buy |
17,986
+3,801
| +27% | +$1.23M | 1.93% | 8 |
|
|
2020
Q1 | $3.46M | Buy |
14,185
+1,962
| +16% | +$478K | 1.52% | 27 |
|
|
2019
Q4 | $3.67M | Buy |
12,223
+1,488
| +14% | +$446K | 1.59% | 12 |
|
|
2019
Q3 | $2.49M | Buy |
10,735
+4,775
| +80% | +$1.11M | 1.39% | 18 |
|
|
2019
Q2 | $1.08M | Buy |
5,960
+1,292
| +28% | +$234K | 0.79% | 24 |
|
|
2019
Q1 | $836K | Buy |
4,668
+1,447
| +45% | +$259K | 0.65% | 27 |
|
|
2018
Q4 | $439K | Buy |
+3,221
| New | +$439K | 0.41% | 44 |
|