Highview 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	–	Sell	-16,831	Closed	-$1.22M	–	119
2025 Q1	$1.22M	Buy	+16,831	New	+$1.22M	0.51%	57
2022 Q2	–	Sell	-16,640	Closed	-$895K	–	104
2022 Q1	$895K	Hold	16,640	–	–	0.58%	52
2021 Q4	$1.2M	Buy	+16,640	New	+$1.2M	0.78%	40