GeoWealth 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 | $799K | Buy |
8,212
+1,070
| +15% | +$104K | 0.03% | 303 |
|
|
2025
Q1 | $519K | Buy |
7,142
+719
| +11% | +$52.3K | 0.02% | 414 |
|
|
2024
Q4 | $464K | Buy |
+6,423
| New | +$464K | 0.02% | 487 |
|
|
2024
Q3 | – | Sell |
-6,960
| Closed | -$741K | – | 1714 |
|
|
2024
Q2 | $741K | Sell |
6,960
-3,600
| -34% | -$383K | 0.03% | 335 |
|
|
2024
Q1 | $1.03M | Buy |
10,560
+5,590
| +112% | +$543K | 0.04% | 289 |
|
|
2023
Q4 | $389K | Buy |
+4,970
| New | +$389K | 0.03% | 374 |
|
|
2023
Q1 | – | Sell |
-5,070
| Closed | -$213K | – | 415 |
|
|
2022
Q4 | $213K | Sell |
5,070
-5,030
| -50% | -$211K | 0.02% | 237 |
|
|
2022
Q3 | $368K | Sell |
10,100
-40
| -0.4% | -$1.46K | 0.04% | 186 |
|
|
2022
Q2 | $431K | Sell |
10,140
-10
| -0.1% | -$425 | 0.06% | 169 |
|
|
2022
Q1 | $548K | Buy |
10,150
+470
| +5% | +$25.4K | 0.05% | 195 |
|
|
2021
Q4 | $697K | Buy |
9,680
+4,160
| +75% | +$300K | 0.06% | 174 |
|
|
2021
Q3 | $314K | Buy |
5,520
+4,170
| +309% | +$237K | 0.03% | 262 |
|
|
2021
Q2 | $88K | Buy |
+1,350
| New | +$88K | 0.01% | 210 |
|