Heron Bay Capital Management’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 | $8.85M | Buy |
90,869
+8,134
| +10% | +$792K | 1.74% | 19 |
|
|
2025
Q1 | $6.01M | Sell |
82,735
-1,795
| -2% | -$130K | 1.26% | 25 |
|
|
2024
Q4 | $6.11M | Buy |
84,530
+230
| +0.3% | +$16.6K | 1.28% | 27 |
|
|
2024
Q3 | $6.88M | Sell |
84,300
-7,780
| -8% | -$635K | 1.45% | 26 |
|
|
2024
Q2 | $9.81M | Sell |
92,080
-4,140
| -4% | -$441K | 2.09% | 21 |
|
|
2024
Q1 | $9.35M | Sell |
96,220
-460
| -0.5% | -$44.7K | 1.98% | 23 |
|
|
2023
Q4 | $7.57M | Sell |
96,680
-7,690
| -7% | -$602K | 1.75% | 21 |
|
|
2023
Q3 | $6.54M | Sell |
104,370
-2,590
| -2% | -$162K | 1.76% | 22 |
|
|
2023
Q2 | $6.88M | Buy |
106,960
+25,570
| +31% | +$1.64M | 1.91% | 20 |
|
|
2023
Q1 | $4.31M | Buy |
81,390
+2,790
| +4% | +$148K | 1.68% | 24 |
|
|
2022
Q4 | $3.3M | Buy |
78,600
+1,310
| +2% | +$55.1K | 2.05% | 21 |
|
|
2022
Q3 | $2.83M | Sell |
77,290
-870
| -1% | -$31.8K | 1.93% | 25 |
|
|
2022
Q2 | $3.33M | Sell |
78,160
-820
| -1% | -$34.9K | 2.02% | 20 |
|
|
2022
Q1 | $4.25M | Buy |
78,980
+2,040
| +3% | +$110K | 2.08% | 21 |
|
|
2021
Q4 | $5.53M | Sell |
76,940
-2,430
| -3% | -$175K | 2.73% | 9 |
|
|
2021
Q3 | $4.52M | Buy |
79,370
+1,890
| +2% | +$108K | 2.33% | 16 |
|
|
2021
Q2 | $5.04M | Sell |
77,480
-5,110
| -6% | -$333K | 2.79% | 9 |
|
|
2021
Q1 | $4.92M | Sell |
82,590
-4,130
| -5% | -$246K | 2.92% | 9 |
|
|
2020
Q4 | $4.1M | Buy |
+86,720
| New | +$4.1M | 2.67% | 10 |
|