Heard Capital LLC’s Lam Research LRCX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $171M | Sell |
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|
2025
Q1 | $139M | Buy |
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|
2024
Q4 | $135M | Buy |
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|
2024
Q3 | $141M | Buy |
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|
2024
Q2 | $111M | Sell |
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|
2024
Q1 | $102M | Sell |
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|
2023
Q4 | $83.6M | Sell |
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|
2023
Q3 | $83.2M | Buy |
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|
2023
Q2 | $71.9M | Sell |
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|
2023
Q1 | $73.2M | Sell |
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|
2022
Q4 | $64.2M | Sell |
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|
2022
Q3 | $59.1M | Buy |
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|
2022
Q2 | $59.9M | Buy |
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|
2022
Q1 | $67.5M | Buy |
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|
2021
Q4 | $32.3M | Buy |
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|
2021
Q3 | $25.1M | Buy |
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|
2021
Q2 | $19.4M | Buy |
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|
2021
Q1 | $15.3M | Sell |
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|
2020
Q4 | $12.9M | Sell |
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|
2020
Q3 | $21.9M | Buy |
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|
2020
Q2 | $20.4M | Buy |
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|
2020
Q1 | $14.8M | Buy |
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|
2019
Q4 | $11M | Buy |
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