Impact Asset 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 Q1	$2.03M	Sell	27,920 -7,000	-20%	-$509K	0.8%	42
2024 Q4	$2.52M	Sell	34,920 -25,330	-42%	-$1.83M	1%	39
2024 Q3	$4.92M	Buy	+60,250	New	+$4.92M	1.89%	30