GAAM
Guinness Atkinson Asset Management’s Lam Research LRCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.76M | Sell |
69,422
-5,498
| -7% | -$535K | 3.54% | 12 |
|
|
2025
Q1 | $5.45M | Sell |
74,920
-3,635
| -5% | -$264K | 3.03% | 18 |
|
|
2024
Q4 | $5.67M | Buy |
78,555
+71,060
| +948% | +$5.13M | 2.89% | 22 |
|
|
2024
Q3 | $6.12M | Sell |
7,495
-854
| -10% | -$697K | 2.98% | 22 |
|
|
2024
Q2 | $8.89M | Sell |
8,349
-1,103
| -12% | -$1.17M | 4.35% | 6 |
|
|
2024
Q1 | $9.18M | Hold |
9,452
| – | – | 4.31% | 4 |
|
|
2023
Q4 | $7.4M | Sell |
9,452
-205
| -2% | -$161K | 3.79% | 4 |
|
|
2023
Q3 | $6.05M | Hold |
9,657
| – | – | 3.37% | 7 |
|
|
2023
Q2 | $6.21M | Sell |
9,657
-229
| -2% | -$147K | 3.29% | 8 |
|
|
2023
Q1 | $5.24M | Sell |
9,886
-209
| -2% | -$111K | 2.96% | 14 |
|
|
2022
Q4 | $4.24M | Sell |
10,095
-506
| -5% | -$213K | 2.67% | 15 |
|
|
2022
Q3 | $3.88M | Hold |
10,601
| – | – | 2.48% | 20 |
|
|
2022
Q2 | $4.52M | Sell |
10,601
-1,008
| -9% | -$430K | 2.63% | 19 |
|
|
2022
Q1 | $6.24M | Sell |
11,609
-233
| -2% | -$125K | 3% | 19 |
|
|
2021
Q4 | $8.52M | Sell |
11,842
-330
| -3% | -$237K | 3.72% | 9 |
|
|
2021
Q3 | $6.93M | Buy |
12,172
+372
| +3% | +$212K | 3.22% | 22 |
|
|
2021
Q2 | $7.68M | Hold |
11,800
| – | – | 3.4% | 13 |
|
|
2021
Q1 | $7.02M | Sell |
11,800
-2,520
| -18% | -$1.5M | 3.47% | 10 |
|
|
2020
Q4 | $6.76M | Sell |
14,320
-2,700
| -16% | -$1.28M | 3.62% | 11 |
|
|
2020
Q3 | $5.65M | Sell |
17,020
-1,200
| -7% | -$398K | 3.43% | 18 |
|
|
2020
Q2 | $5.89M | Sell |
18,220
-1,990
| -10% | -$644K | 3.81% | 9 |
|
|
2020
Q1 | $4.85M | Sell |
20,210
-2,900
| -13% | -$696K | 3.84% | 8 |
|
|
2019
Q4 | $6.76M | Sell |
23,110
-1,750
| -7% | -$512K | 4.76% | 3 |
|
|
2019
Q3 | $5.75M | Sell |
24,860
-7,340
| -23% | -$1.7M | 4.54% | 6 |
|
|
2019
Q2 | $6.05M | Hold |
32,200
| – | – | 4.49% | 6 |
|
|
2019
Q1 | $5.76M | Sell |
32,200
-3,600
| -10% | -$644K | 4.32% | 14 |
|
|
2018
Q4 | $4.88M | Sell |
35,800
-1,100
| -3% | -$150K | 4.16% | 16 |
|
|
2018
Q3 | $5.6M | Hold |
36,900
| – | – | 3.59% | 16 |
|
|
2018
Q2 | $6.38M | Hold |
36,900
| – | – | 3.58% | 16 |
|
|
2018
Q1 | $7.5M | Buy |
+36,900
| New | +$7.5M | 4.58% | 12 |
|