Invenio Wealth Partners’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
Sell
-2,925
Closed -$211K 100
2024
Q4
$211K Buy
2,925
+85
+3% +$6.14K 0.09% 96
2024
Q3
$232K Buy
2,840
+160
+6% +$13.1K 0.1% 93
2024
Q2
$285K Buy
2,680
+160
+6% +$17K 0.14% 75
2024
Q1
$245K Buy
+2,520
New +$245K 0.13% 84