Inverness Counsel’s Lam Research LRCX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$356K Buy
9,720
+1,310
+16% +$48K 0.02% 145
2022
Q2
$358K Hold
8,410
0.02% 134
2022
Q1
$452K Sell
8,410
-10,690
-56% -$575K 0.02% 132
2021
Q4
$1.37M Sell
19,100
-6,530
-25% -$470K 0.05% 75
2021
Q3
$1.46M Buy
25,630
+10,230
+66% +$582K 0.05% 75
2021
Q2
$1M Buy
15,400
+10,330
+204% +$672K 0.04% 89
2021
Q1
$302K Buy
5,070
+70
+1% +$4.17K 0.01% 127
2020
Q4
$236K Buy
+5,000
New +$236K 0.01% 132