IWA
IBEX Wealth Advisors’s Lam Research LRCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.65M | Sell |
16,950
-64
| -0.4% | -$6.23K | 0.18% | 86 |
|
|
2025
Q1 | $1.24M | Buy |
17,014
+6
| +0% | +$436 | 0.16% | 95 |
|
|
2024
Q4 | $1.23M | Buy |
+17,008
| New | +$1.23M | 0.14% | 103 |
|
|
2024
Q3 | – | Sell |
-1,738
| Closed | -$1.85M | – | 190 |
|
|
2024
Q2 | $1.85M | Sell |
1,738
-99
| -5% | -$105K | 0.29% | 73 |
|
|
2024
Q1 | $772K | Buy |
1,837
+1,835
| +91,750% | +$771K | 0.21% | 70 |
|
|
2023
Q4 | $1.34K | Sell |
2
-1,810
| -100% | -$1.21M | 0.29% | 64 |
|
|
2023
Q3 | $1.14M | Buy |
+1,812
| New | +$1.14M | 0.29% | 67 |
|
|
2023
Q1 | $908K | Sell |
1,712
-125
| -7% | -$66.3K | 0.24% | 69 |
|
|
2022
Q4 | $772K | Sell |
1,837
-62
| -3% | -$26.1K | 0.17% | 99 |
|
|
2022
Q3 | $695K | Sell |
1,899
-6
| -0.3% | -$2.2K | 0.18% | 92 |
|
|
2022
Q2 | $812K | Buy |
1,905
+4
| +0.2% | +$1.71K | 0.19% | 97 |
|
|
2022
Q1 | $1.02M | Sell |
1,901
-4,104
| -68% | -$2.21M | 0.2% | 100 |
|
|
2021
Q4 | $4.32M | Buy |
6,005
+4,140
| +222% | +$2.98M | 0.76% | 50 |
|
|
2021
Q3 | $1.06M | Buy |
1,865
+123
| +7% | +$70K | 0.2% | 108 |
|
|
2021
Q2 | $1.13M | Buy |
+1,742
| New | +$1.13M | 0.23% | 108 |
|
|
2019
Q3 | – | Sell |
-1,573
| Closed | -$295K | – | 240 |
|
|
2019
Q2 | $295K | Buy |
+1,573
| New | +$295K | 0.09% | 119 |
|
|
2018
Q3 | – | Sell |
-13,426
| Closed | -$2.6M | – | 99 |
|
|
2018
Q2 | $2.6M | Hold |
13,426
| – | – | 1.04% | 46 |
|
|
2018
Q1 | $2.6M | Buy |
13,426
+688
| +5% | +$133K | 1.06% | 45 |
|
|
2017
Q4 | $2.52M | Buy |
12,738
+160
| +1% | +$31.7K | 1.12% | 38 |
|
|
2017
Q3 | $2.32M | Buy |
12,578
+6
| +0% | +$1.11K | 0.86% | 48 |
|
|
2017
Q2 | $1.9M | Buy |
12,572
+3,143
| +33% | +$474K | 0.75% | 55 |
|
|
2017
Q1 | $1.21M | Buy |
9,429
+493
| +6% | +$63K | 0.74% | 49 |
|
|
2016
Q4 | $1M | Buy |
8,936
+537
| +6% | +$60.3K | 0.48% | 67 |
|
|
2016
Q3 | $796K | Buy |
+8,399
| New | +$796K | 0.44% | 75 |
|