GWANC
Guardian Wealth Advisors (North Carolina)’s Lam Research LRCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $538K | Buy |
5,524
+141
| +3% | +$13.7K | 0.04% | 194 |
|
|
2025
Q1 | $391K | Buy |
5,383
+4
| +0.1% | +$291 | 0.03% | 213 |
|
|
2024
Q4 | $389K | Buy |
5,379
+4,851
| +919% | +$350K | 0.03% | 217 |
|
|
2024
Q3 | $431K | Sell |
528
-9
| -2% | -$7.35K | 0.05% | 180 |
|
|
2024
Q2 | $572K | Sell |
537
-3
| -0.6% | -$3.2K | 0.07% | 137 |
|
|
2024
Q1 | $525K | Sell |
540
-83
| -13% | -$80.6K | 0.06% | 146 |
|
|
2023
Q4 | $488K | Sell |
623
-49
| -7% | -$38.4K | 0.07% | 137 |
|
|
2023
Q3 | $422K | Buy |
672
+118
| +21% | +$74.2K | 0.07% | 139 |
|
|
2023
Q2 | $357K | Sell |
554
-34
| -6% | -$21.9K | 0.06% | 156 |
|
|
2023
Q1 | $313K | Buy |
588
+88
| +18% | +$46.8K | 0.05% | 165 |
|
|
2022
Q4 | $211K | Buy |
+500
| New | +$211K | 0.04% | 193 |
|
|
2022
Q3 | – | Sell |
-621
| Closed | -$266K | – | 361 |
|
|
2022
Q2 | $266K | Sell |
621
-429
| -41% | -$184K | 0.05% | 157 |
|
|
2022
Q1 | $566K | Buy |
1,050
+134
| +15% | +$72.2K | 0.24% | 73 |
|
|
2021
Q4 | $659K | Buy |
+916
| New | +$659K | 0.28% | 64 |
|