Hel Ved Capital Management’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 | $2.77M | Sell |
28,450
-105,250
| -79% | -$10.2M | 0.73% | 28 |
|
|
2025
Q1 | $9.72M | Buy |
+133,700
| New | +$9.72M | 3.51% | 5 |
|
|
2023
Q4 | – | Sell |
-3,320
| Closed | -$208K | – | 58 |
|
|
2023
Q3 | $208K | Buy |
+3,320
| New | +$208K | 0.07% | 41 |
|
|
2022
Q4 | – | Sell |
-304,730
| Closed | -$11.2M | – | 15 |
|
|
2022
Q3 | $11.2M | Sell |
304,730
-626,990
| -67% | -$22.9M | 8.58% | 4 |
|
|
2022
Q2 | $39.7M | Buy |
+931,720
| New | +$39.7M | 24.34% | 1 |
|
|
2021
Q1 | $19.6M | Buy |
+364,000
| New | +$19.6M | 16.76% | 3 |
|