J.P. Morgan Private Wealth Advisors’s Lam Research LRCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $23M | Buy |
+366,960
| New | +$23M | 0.07% | 255 |
|
|
2023
Q2 | – | Sell |
-272,530
| Closed | -$14.4M | – | 1718 |
|
|
2023
Q1 | $14.4M | Buy |
272,530
+66,920
| +33% | +$3.55M | 0.03% | 361 |
|
|
2022
Q4 | $8.64M | Sell |
205,610
-100,280
| -33% | -$4.21M | 0.02% | 452 |
|
|
2022
Q3 | $11.2M | Sell |
305,890
-81,820
| -21% | -$2.99M | 0.03% | 374 |
|
|
2022
Q2 | $16.5M | Sell |
387,710
-19,790
| -5% | -$843K | 0.04% | 310 |
|
|
2022
Q1 | $21.9M | Sell |
407,500
-8,570
| -2% | -$461K | 0.05% | 307 |
|
|
2021
Q4 | $29.9M | Sell |
416,070
-53,630
| -11% | -$3.86M | 0.06% | 255 |
|
|
2021
Q3 | $26.7M | Sell |
469,700
-298,990
| -39% | -$17M | 0.07% | 263 |
|
|
2021
Q2 | $50M | Buy |
768,690
+85,360
| +12% | +$5.55M | 0.13% | 171 |
|
|
2021
Q1 | $40.7M | Sell |
683,330
-103,810
| -13% | -$6.18M | 0.13% | 164 |
|
|
2020
Q4 | $37.2M | Buy |
787,140
+29,440
| +4% | +$1.39M | 0.12% | 180 |
|
|
2020
Q3 | $25.1M | Sell |
757,700
-51,430
| -6% | -$1.71M | 0.1% | 188 |
|
|
2020
Q2 | $26.2M | Sell |
809,130
-5,140
| -0.6% | -$166K | 0.12% | 167 |
|
|
2020
Q1 | $19.5M | Buy |
814,270
+29,840
| +4% | +$716K | 0.11% | 169 |
|
|
2019
Q4 | $22.9M | Sell |
784,430
-31,140
| -4% | -$911K | 0.1% | 187 |
|
|
2019
Q3 | $18.8M | Sell |
815,570
-50,810
| -6% | -$1.17M | 0.1% | 192 |
|
|
2019
Q2 | $16.3M | Sell |
866,380
-49,280
| -5% | -$926K | 0.09% | 212 |
|
|
2019
Q1 | $16.4M | Buy |
915,660
+30,310
| +3% | +$543K | 0.09% | 218 |
|
|
2018
Q4 | $12.1M | Sell |
885,350
-21,730
| -2% | -$296K | 0.07% | 235 |
|
|
2018
Q3 | $13.8M | Sell |
907,080
-31,200
| -3% | -$473K | 0.07% | 246 |
|
|
2018
Q2 | $16.2M | Buy |
938,280
+28,470
| +3% | +$492K | 0.09% | 211 |
|
|
2018
Q1 | $18.5M | Sell |
909,810
-51,870
| -5% | -$1.05M | 0.13% | 163 |
|
|
2017
Q4 | $17.7M | Sell |
961,680
-87,010
| -8% | -$1.6M | 0.12% | 171 |
|
|
2017
Q3 | $19.4M | Sell |
1,048,690
-23,450
| -2% | -$434K | 0.14% | 156 |
|
|
2017
Q2 | $15.2M | Sell |
1,072,140
-306,820
| -22% | -$4.34M | 0.12% | 172 |
|
|
2017
Q1 | $17.7M | Buy |
1,378,960
+17,490
| +1% | +$224K | 0.14% | 162 |
|
|
2016
Q4 | $14.4M | Buy |
1,361,470
+1,930
| +0.1% | +$20.4K | 0.13% | 167 |
|
|
2016
Q3 | $12.9M | Sell |
1,359,540
-5,140
| -0.4% | -$48.7K | 0.12% | 173 |
|
|
2016
Q2 | $11.5M | Buy |
1,364,680
+224,440
| +20% | +$1.89M | 0.11% | 170 |
|
|
2016
Q1 | $9.42M | Buy |
1,140,240
+6,620
| +0.6% | +$54.7K | 0.09% | 183 |
|
|
2015
Q4 | $9M | Sell |
1,133,620
-38,390
| -3% | -$305K | 0.09% | 189 |
|
|
2015
Q3 | $7.66M | Sell |
1,172,010
-300,730
| -20% | -$1.96M | 0.1% | 191 |
|
|
2015
Q2 | $12M | Buy |
1,472,740
+21,380
| +1% | +$174K | 0.14% | 165 |
|
|
2015
Q1 | $10.2M | Buy |
1,451,360
+22,500
| +2% | +$158K | 0.12% | 180 |
|
|
2014
Q4 | $11.3M | Buy |
1,428,860
+185,970
| +15% | +$1.48M | 0.14% | 165 |
|
|
2014
Q3 | $9.28M | Buy |
1,242,890
+8,070
| +0.7% | +$60.3K | 0.12% | 186 |
|
|
2014
Q2 | $8.35M | Buy |
1,234,820
+13,000
| +1% | +$87.9K | 0.14% | 160 |
|
|
2014
Q1 | $6.72M | Buy |
1,221,820
+21,100
| +2% | +$116K | 0.12% | 171 |
|
|
2013
Q4 | $6.54M | Buy |
1,200,720
+690
| +0.1% | +$3.76K | 0.13% | 167 |
|
|
2013
Q3 | $6.14M | Sell |
1,200,030
-880
| -0.1% | -$4.51K | 0.14% | 161 |
|
|
2013
Q2 | $5.33M | Buy |
+1,200,910
| New | +$5.32M | 0.13% | 162 |
|