IWS
Insight Wealth Strategies’s Lam Research LRCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.4M | Buy |
107,553
+1,782
| +2% | +$173K | 1.32% | 22 |
|
|
2025
Q1 | $7.69M | Buy |
105,771
+2,068
| +2% | +$150K | 1.04% | 27 |
|
|
2024
Q4 | $7.49M | Buy |
103,703
+95,433
| +1,154% | +$6.89M | 1% | 25 |
|
|
2024
Q3 | $6.75M | Buy |
8,270
+253
| +3% | +$206K | 0.89% | 25 |
|
|
2024
Q2 | $8.54M | Buy |
8,017
+110
| +1% | +$117K | 1.21% | 22 |
|
|
2024
Q1 | $7.68M | Sell |
7,907
-949
| -11% | -$922K | 1.13% | 24 |
|
|
2023
Q4 | $6.94M | Sell |
8,856
-596
| -6% | -$467K | 1.12% | 22 |
|
|
2023
Q3 | $5.92M | Buy |
9,452
+354
| +4% | +$222K | 1.14% | 20 |
|
|
2023
Q2 | $5.85M | Sell |
9,098
-80
| -0.9% | -$51.4K | 1.12% | 19 |
|
|
2023
Q1 | $4.87M | Buy |
9,178
+23
| +0.3% | +$12.2K | 0.95% | 19 |
|
|
2022
Q4 | $3.85M | Buy |
9,155
+362
| +4% | +$152K | 0.74% | 22 |
|
|
2022
Q3 | $3.75M | Hold |
8,793
| – | – | 0.7% | 22 |
|
|
2022
Q2 | $3.75M | Buy |
8,793
+542
| +7% | +$231K | 0.7% | 22 |
|
|
2022
Q1 | $4.44M | Buy |
8,251
+681
| +9% | +$366K | 0.65% | 23 |
|
|
2021
Q4 | $5.44M | Buy |
7,570
+661
| +10% | +$475K | 0.78% | 23 |
|
|
2021
Q3 | $3.93M | Buy |
6,909
+268
| +4% | +$153K | 0.55% | 27 |
|
|
2021
Q2 | $4.32M | Sell |
6,641
-1,334
| -17% | -$868K | 0.61% | 24 |
|
|
2021
Q1 | $4.75M | Buy |
7,975
+1,266
| +19% | +$754K | 0.64% | 24 |
|
|
2020
Q4 | $3.17M | Buy |
6,709
+67
| +1% | +$31.6K | 0.54% | 29 |
|
|
2020
Q3 | $2.2M | Buy |
6,642
+1,438
| +28% | +$477K | 0.41% | 32 |
|
|
2020
Q2 | $1.68M | Buy |
5,204
+495
| +11% | +$160K | 0.37% | 30 |
|
|
2020
Q1 | $1.13M | Sell |
4,709
-6,745
| -59% | -$1.62M | 0.3% | 34 |
|
|
2019
Q4 | $3.35M | Sell |
11,454
-360
| -3% | -$105K | 0.71% | 25 |
|
|
2019
Q3 | $2.73M | Buy |
11,814
+1,551
| +15% | +$358K | 0.64% | 27 |
|
|
2019
Q2 | $1.93M | Buy |
+10,263
| New | +$1.93M | 0.47% | 34 |
|