Integrated Wealth Concepts’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
$4.83M Buy
49,638
+4,656
+10% +$453K 0.05% 343
2025
Q1
$3.27M Buy
44,982
+2,116
+5% +$154K 0.04% 432
2024
Q4
$3.1M Buy
42,866
+38,496
+881% +$2.78M 0.04% 424
2024
Q3
$357K Sell
4,370
-38,070
-90% -$3.11M ﹤0.01% 1237
2024
Q2
$4.52M Buy
42,440
+210
+0.5% +$22.4K 0.06% 283
2024
Q1
$4.1M Buy
42,230
+2,860
+7% +$278K 0.06% 302
2023
Q4
$3.08M Buy
39,370
+1,090
+3% +$85.4K 0.05% 343
2023
Q3
$2.4M Buy
38,280
+740
+2% +$46.4K 0.04% 389
2023
Q2
$2.41M Sell
37,540
-300
-0.8% -$19.3K 0.04% 394
2023
Q1
$2.01M Buy
37,840
+28,220
+293% +$1.5M 0.04% 409
2022
Q4
$405K Sell
9,620
-530
-5% -$22.3K 0.01% 718
2022
Q3
$372K Sell
10,150
-670
-6% -$24.6K 0.01% 676
2022
Q2
$461K Sell
10,820
-5,930
-35% -$253K 0.01% 624
2022
Q1
$901K Buy
16,750
+2,620
+19% +$141K 0.03% 419
2021
Q4
$1.02M Buy
14,130
+2,500
+21% +$180K 0.03% 416
2021
Q3
$662K Buy
11,630
+2,930
+34% +$167K 0.02% 508
2021
Q2
$566K Sell
8,700
-1,230
-12% -$80K 0.02% 509
2021
Q1
$591K Buy
9,930
+2,670
+37% +$159K 0.02% 436
2020
Q4
$343K Sell
7,260
-210
-3% -$9.92K 0.02% 494
2020
Q3
$248K Buy
7,470
+810
+12% +$26.9K 0.02% 496
2020
Q2
$215K Buy
+6,660
New +$215K 0.02% 471