GSWM
Golden State Wealth Management’s Lam Research LRCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $216K | Sell |
2,221
-28
| -1% | -$2.73K | 0.03% | 349 |
|
|
2025
Q1 | $164K | Buy |
2,249
+351
| +18% | +$25.5K | 0.02% | 369 |
|
|
2024
Q4 | $137K | Buy |
+1,898
| New | +$137K | 0.02% | 378 |
|
|
2022
Q1 | $276K | Sell |
513
-170
| -25% | -$91.5K | 0.05% | 249 |
|
|
2021
Q4 | $491K | Buy |
683
+54
| +9% | +$38.8K | 0.08% | 212 |
|
|
2021
Q3 | $359K | Sell |
629
-133
| -17% | -$75.9K | 0.08% | 202 |
|
|
2021
Q2 | $496K | Buy |
+762
| New | +$496K | 0.11% | 162 |
|
|
2020
Q2 | – | Sell |
-429
| Closed | -$103K | – | 589 |
|
|
2020
Q1 | $103K | Buy |
+429
| New | +$103K | 0.05% | 245 |
|
|
2019
Q4 | – | Sell |
-429
| Closed | -$99K | – | 554 |
|
|
2019
Q3 | $99K | Sell |
429
-110
| -20% | -$25.4K | 0.03% | 314 |
|
|
2019
Q2 | $101K | Sell |
539
-75
| -12% | -$14.1K | 0.03% | 327 |
|
|
2019
Q1 | $110K | Buy |
+614
| New | +$110K | 0.04% | 310 |
|