HT
Heritage Trust’s Lam Research LRCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.24M | Sell |
23,061
-481
| -2% | -$46.8K | 0.26% | 94 |
|
|
2025
Q1 | $1.71M | Sell |
23,542
-4,467
| -16% | -$325K | 0.21% | 119 |
|
|
2024
Q4 | $2.02M | Buy |
+28,009
| New | +$2.02M | 0.24% | 102 |
|
|
2024
Q2 | $3.42M | Buy |
3,213
+31
| +1% | +$33K | 0.45% | 61 |
|
|
2024
Q1 | $3.09M | Sell |
3,182
-122
| -4% | -$119K | 0.41% | 71 |
|
|
2023
Q4 | $2.59M | Buy |
3,304
+99
| +3% | +$77.5K | 0.36% | 77 |
|
|
2023
Q3 | $2.01M | Sell |
3,205
-6,703
| -68% | -$4.2M | 0.31% | 87 |
|
|
2023
Q2 | $6.37M | Buy |
9,908
+171
| +2% | +$110K | 0.93% | 28 |
|
|
2023
Q1 | $5.16M | Buy |
9,737
+115
| +1% | +$61K | 0.81% | 35 |
|
|
2022
Q4 | $4.04M | Buy |
9,622
+258
| +3% | +$108K | 0.66% | 42 |
|
|
2022
Q3 | $3.43M | Buy |
9,364
+18
| +0.2% | +$6.59K | 0.6% | 47 |
|
|
2022
Q2 | $3.98M | Sell |
9,346
-206
| -2% | -$87.8K | 0.65% | 45 |
|
|
2022
Q1 | $5.14M | Sell |
9,552
-53
| -0.6% | -$28.5K | 0.73% | 38 |
|
|
2021
Q4 | $6.91M | Buy |
9,605
+46
| +0.5% | +$33.1K | 0.89% | 35 |
|
|
2021
Q3 | $5.44M | Sell |
9,559
-35
| -0.4% | -$19.9K | 0.77% | 40 |
|
|
2021
Q2 | $6.24M | Sell |
9,594
-1,304
| -12% | -$849K | 0.89% | 36 |
|
|
2021
Q1 | $6.49M | Buy |
10,898
+10
| +0.1% | +$5.95K | 0.99% | 33 |
|
|
2020
Q4 | $5.14M | Buy |
10,888
+3,394
| +45% | +$1.6M | 0.83% | 39 |
|
|
2020
Q3 | $2.49M | Buy |
7,494
+1,399
| +23% | +$464K | 0.46% | 64 |
|
|
2020
Q2 | $1.97M | Buy |
6,095
+4,482
| +278% | +$1.45M | 0.39% | 72 |
|
|
2020
Q1 | $387K | Buy |
+1,613
| New | +$387K | 0.1% | 134 |
|