Heritage Wealth Management (Arizona)’s Lam Research LRCX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $398K | Buy |
9,460
+4,730
| +100% | +$199K | 0.06% | 256 |
|
|
2022
Q3 | $173K | Buy |
4,730
+50
| +1% | +$1.83K | 0.06% | 257 |
|
|
2022
Q2 | $199K | Hold |
4,680
| – | – | 0.07% | 236 |
|
|
2022
Q1 | $252K | Buy |
+4,680
| New | +$252K | 0.07% | 226 |
|
|
2021
Q3 | $236K | Buy |
4,140
+380
| +10% | +$21.7K | 0.08% | 188 |
|
|
2021
Q2 | $245K | Buy |
3,760
+30
| +0.8% | +$1.96K | 0.09% | 195 |
|
|
2021
Q1 | $222K | Buy |
+3,730
| New | +$222K | 0.13% | 146 |
|