Geneos Wealth Management’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 | $382K | Sell |
3,921
-423
| -10% | -$41.2K | 0.01% | 785 |
|
|
2025
Q1 | $622K | Buy |
4,344
+2,378
| +121% | +$341K | 0.01% | 813 |
|
|
2024
Q4 | $142K | Sell |
1,966
-14
| -0.7% | -$1.01K | 0.01% | 953 |
|
|
2024
Q3 | $162K | Buy |
1,980
+1,360
| +219% | +$111K | 0.01% | 827 |
|
|
2024
Q2 | $66K | Sell |
620
-36,880
| -98% | -$3.93M | ﹤0.01% | 982 |
|
|
2024
Q1 | $3.64M | Buy |
37,500
+36,880
| +5,948% | +$3.58M | 0.17% | 153 |
|
|
2023
Q4 | $48.6K | Sell |
620
-260
| -30% | -$20.4K | ﹤0.01% | 1070 |
|
|
2023
Q3 | $55.2K | Buy |
880
+50
| +6% | +$3.13K | ﹤0.01% | 1052 |
|
|
2023
Q2 | $53.4K | Buy |
830
+490
| +144% | +$31.5K | ﹤0.01% | 1061 |
|
|
2023
Q1 | $18K | Sell |
340
-240
| -41% | -$12.7K | ﹤0.01% | 1378 |
|
|
2022
Q4 | $24.4K | Hold |
580
| – | – | ﹤0.01% | 1275 |
|
|
2022
Q3 | $21K | Buy |
580
+130
| +29% | +$4.71K | ﹤0.01% | 1309 |
|
|
2022
Q2 | $17K | Buy |
450
+100
| +29% | +$3.78K | ﹤0.01% | 1755 |
|
|
2022
Q1 | $18K | Sell |
350
-1,070
| -75% | -$55K | ﹤0.01% | 1859 |
|
|
2021
Q4 | $102K | Buy |
1,420
+1,070
| +306% | +$76.9K | ﹤0.01% | 1159 |
|
|
2021
Q3 | $19K | Buy |
350
+200
| +133% | +$10.9K | ﹤0.01% | 1941 |
|
|
2021
Q2 | $9K | Sell |
150
-310
| -67% | -$18.6K | ﹤0.01% | 2232 |
|
|
2021
Q1 | $28K | Buy |
460
+30
| +7% | +$1.83K | ﹤0.01% | 1903 |
|
|
2020
Q4 | $22K | Buy |
430
+280
| +187% | +$14.3K | ﹤0.01% | 1848 |
|
|
2020
Q3 | $4K | Hold |
150
| – | – | ﹤0.01% | 2260 |
|
|
2020
Q2 | $4K | Hold |
150
| – | – | ﹤0.01% | 2219 |
|
|
2020
Q1 | $3K | Sell |
150
-2,250
| -94% | -$45K | ﹤0.01% | 2179 |
|
|
2019
Q4 | $70K | Sell |
2,400
-3,870
| -62% | -$113K | ﹤0.01% | 1094 |
|
|
2019
Q3 | $144K | Sell |
6,270
-120
| -2% | -$2.76K | 0.01% | 765 |
|
|
2019
Q2 | $120K | Sell |
6,390
-390
| -6% | -$7.32K | 0.01% | 839 |
|
|
2019
Q1 | $121K | Sell |
6,780
-420
| -6% | -$7.5K | 0.01% | 801 |
|
|
2018
Q4 | $97K | Buy |
7,200
+3,650
| +103% | +$49.2K | 0.01% | 842 |
|
|
2018
Q3 | $53K | Buy |
3,550
+700
| +25% | +$10.5K | ﹤0.01% | 1149 |
|
|
2018
Q2 | $49K | Sell |
2,850
-2,840
| -50% | -$48.8K | ﹤0.01% | 1053 |
|
|
2018
Q1 | $115K | Buy |
5,690
+3,000
| +112% | +$60.6K | 0.01% | 703 |
|
|
2017
Q4 | $49K | Hold |
2,690
| – | – | ﹤0.01% | 1001 |
|
|
2017
Q3 | $49K | Sell |
2,690
-2,070
| -43% | -$37.7K | ﹤0.01% | 952 |
|
|
2017
Q2 | $67K | Buy |
4,760
+2,370
| +99% | +$33.4K | 0.01% | 823 |
|
|
2017
Q1 | $30K | Sell |
2,390
-60
| -2% | -$753 | ﹤0.01% | 1085 |
|
|
2016
Q4 | $25K | Hold |
2,450
| – | – | ﹤0.01% | 1098 |
|
|
2016
Q3 | $23K | Buy |
2,450
+60
| +3% | +$563 | ﹤0.01% | 1089 |
|
|
2016
Q2 | $19K | Hold |
2,390
| – | – | ﹤0.01% | 1136 |
|
|
2016
Q1 | $19K | Buy |
+2,390
| New | +$19K | ﹤0.01% | 1105 |
|