Heritage Wealth Management (Ohio)’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
$209K Buy
+2,150
New +$209K 0.07% 228
2024
Q4
Sell
-2,500
Closed -$204K 231
2024
Q3
$204K Sell
2,500
-40
-2% -$3.26K 0.07% 223
2024
Q2
$276K Buy
+2,540
New +$276K 0.09% 188