Gladstone Institutional Advisory’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
$790K Sell
8,114
-1,178
-13% -$115K 0.03% 392
2025
Q1
$676K Sell
9,292
-7,558
-45% -$549K 0.03% 399
2024
Q4
$1.22M Sell
16,850
-3,540
-17% -$256K 0.06% 305
2024
Q3
$1.66M Sell
20,390
-1,490
-7% -$122K 0.08% 249
2024
Q2
$2.33M Buy
21,880
+15,320
+234% +$1.63M 0.12% 199
2024
Q1
$637K Sell
6,560
-370
-5% -$35.9K 0.04% 370
2023
Q4
$543K Buy
6,930
+360
+5% +$28.2K 0.03% 402
2023
Q3
$412K Buy
6,570
+230
+4% +$14.4K 0.03% 422
2023
Q2
$408K Buy
6,340
+670
+12% +$43.1K 0.02% 440
2023
Q1
$301K Buy
5,670
+120
+2% +$6.36K 0.02% 523
2022
Q4
$233K Sell
5,550
-2,310
-29% -$97.1K 0.02% 564
2022
Q3
$288K Sell
7,860
-2,390
-23% -$87.6K 0.02% 503
2022
Q2
$437K Sell
10,250
-1,970
-16% -$84K 0.03% 436
2022
Q1
$657K Sell
12,220
-24,260
-67% -$1.3M 0.04% 378
2021
Q4
$2.62M Buy
36,480
+12,130
+50% +$872K 0.2% 136
2021
Q3
$1.39M Buy
24,350
+17,050
+234% +$970K 0.14% 194
2021
Q2
$475K Buy
+7,300
New +$475K 0.06% 307