Heritage Wealth Advisors’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
$5.84K Hold
60
﹤0.01% 455
2025
Q1
$4.36K Hold
60
﹤0.01% 463
2024
Q4
$4.33K Hold
60
﹤0.01% 507
2024
Q3
$4.9K Buy
+60
New +$4.9K ﹤0.01% 482
2023
Q3
Sell
-160
Closed -$10.3K 549
2023
Q2
$10.3K Buy
+160
New +$10.3K ﹤0.01% 433
2020
Q1
Sell
-50
Closed -$1.46K 523
2019
Q4
$1.46K Buy
+50
New +$1.46K ﹤0.01% 615