IWA
Icon Wealth Advisors’s Lam Research LRCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.26M | Buy |
23,205
+751
| +3% | +$73.1K | 0.16% | 101 |
|
|
2025
Q1 | $1.63M | Sell |
22,454
-1,120
| -5% | -$81.4K | 0.13% | 118 |
|
|
2024
Q4 | $1.7M | Buy |
23,574
+21,357
| +963% | +$1.54M | 0.14% | 109 |
|
|
2024
Q3 | $1.81M | Buy |
2,217
+220
| +11% | +$180K | 0.15% | 98 |
|
|
2024
Q2 | $1.84M | Buy |
1,997
+396
| +25% | +$365K | 0.16% | 96 |
|
|
2024
Q1 | $1.56M | Buy |
1,601
+389
| +32% | +$378K | 0.14% | 113 |
|
|
2023
Q4 | $949K | Buy |
+1,212
| New | +$949K | 0.1% | 131 |
|
|
2022
Q4 | – | Sell |
-274
| Closed | -$100K | – | 382 |
|
|
2022
Q3 | $100K | Buy |
+274
| New | +$100K | 0.01% | 398 |
|