GoalVest 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 | $964K | Sell |
9,900
-170
| -2% | -$16.5K | 0.24% | 70 |
|
|
2025
Q1 | $732K | Sell |
10,070
-780
| -7% | -$56.7K | 0.2% | 76 |
|
|
2024
Q4 | $784K | Hold |
10,850
| – | – | 0.21% | 76 |
|
|
2024
Q3 | $885K | Hold |
10,850
| – | – | 0.25% | 66 |
|
|
2024
Q2 | $1.16M | Hold |
10,850
| – | – | 0.37% | 48 |
|
|
2024
Q1 | $1.05M | Buy |
+10,850
| New | +$1.05M | 0.35% | 55 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 486 |
|
|
2023
Q2 | – | Sell |
-1,450
| Closed | -$76.6K | – | 399 |
|
|
2023
Q1 | $76.6K | Buy |
+1,450
| New | +$76.6K | 0.04% | 99 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 449 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 457 |
|
|
2021
Q2 | $65K | Hold |
1,000
| – | – | 0.04% | 142 |
|
|
2021
Q1 | $60K | Hold |
1,000
| – | – | 0.04% | 120 |
|
|
2020
Q4 | $47K | Buy |
+1,000
| New | +$47K | 0.04% | 121 |
|