Herold 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 | $829K | Buy |
8,516
+794
| +10% | +$77.3K | 0.17% | 130 |
|
|
2025
Q1 | $561K | Sell |
7,722
-3,291
| -30% | -$239K | 0.12% | 171 |
|
|
2024
Q4 | $795K | Sell |
11,013
-2,017
| -15% | -$146K | 0.17% | 142 |
|
|
2024
Q3 | $1.06M | Buy |
13,030
+420
| +3% | +$34.3K | 0.23% | 123 |
|
|
2024
Q2 | $1.34M | Buy |
12,610
+630
| +5% | +$67.1K | 0.31% | 87 |
|
|
2024
Q1 | $1.16M | Sell |
11,980
-1,390
| -10% | -$135K | 0.28% | 105 |
|
|
2023
Q4 | $1.05M | Hold |
13,370
| – | – | 0.29% | 101 |
|
|
2023
Q3 | $838K | Sell |
13,370
-1,260
| -9% | -$79K | 0.25% | 117 |
|
|
2023
Q2 | $941K | Buy |
14,630
+2,030
| +16% | +$131K | 0.29% | 104 |
|
|
2023
Q1 | $668K | Buy |
+12,600
| New | +$668K | 0.23% | 110 |
|
|
2022
Q2 | – | Sell |
-3,650
| Closed | -$196K | – | 453 |
|
|
2022
Q1 | $196K | Buy |
+3,650
| New | +$196K | 0.07% | 198 |
|