Independent Solutions Wealth 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 | $642K | Buy |
6,593
+1,040
| +19% | +$101K | 0.13% | 115 |
|
2025
Q1 | $404K | Buy |
5,553
+1,390
| +33% | +$101K | 0.09% | 133 |
|
2024
Q4 | $301K | Buy |
4,163
+533
| +15% | +$38.5K | 0.07% | 141 |
|
2024
Q3 | $296K | Buy |
3,630
+180
| +5% | +$14.7K | 0.07% | 143 |
|
2024
Q2 | $367K | Sell |
3,450
-120
| -3% | -$12.8K | 0.08% | 134 |
|
2024
Q1 | $347K | Buy |
3,570
+700
| +24% | +$68K | 0.08% | 141 |
|
2023
Q4 | $225K | Buy |
+2,870
| New | +$225K | 0.06% | 159 |
|
2022
Q2 | – | Sell |
-3,920
| Closed | -$211K | – | 236 |
|
2022
Q1 | $211K | Buy |
3,920
+290
| +8% | +$15.6K | 0.05% | 206 |
|
2021
Q4 | $261K | Buy |
+3,630
| New | +$261K | 0.06% | 194 |
|
2020
Q4 | – | Sell |
-6,950
| Closed | -$231K | – | 182 |
|
2020
Q3 | $231K | Buy |
+6,950
| New | +$231K | 0.09% | 152 |
|