J.W. Cole Advisors’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 | $1.19M | Buy |
12,236
+337
| +3% | +$32.8K | 0.03% | 606 |
|
|
2025
Q1 | $865K | Buy |
11,899
+8,782
| +282% | +$638K | 0.03% | 586 |
|
|
2024
Q4 | $225K | Sell |
3,117
-803
| -20% | -$58K | 0.01% | 866 |
|
|
2024
Q3 | $320K | Sell |
3,920
-30
| -0.8% | -$2.45K | 0.01% | 749 |
|
|
2024
Q2 | $421K | Sell |
3,950
-60
| -1% | -$6.39K | 0.02% | 570 |
|
|
2024
Q1 | $391K | Buy |
4,010
+900
| +29% | +$87.7K | 0.02% | 604 |
|
|
2023
Q4 | $244K | Buy |
+3,110
| New | +$244K | 0.01% | 706 |
|
|
2022
Q2 | – | Sell |
-7,780
| Closed | -$418K | – | 775 |
|
|
2022
Q1 | $418K | Sell |
7,780
-2,850
| -27% | -$153K | 0.03% | 507 |
|
|
2021
Q4 | $764K | Buy |
10,630
+520
| +5% | +$37.4K | 0.05% | 351 |
|
|
2021
Q3 | $576K | Sell |
10,110
-2,340
| -19% | -$133K | 0.04% | 232 |
|
|
2021
Q2 | $810K | Sell |
12,450
-100
| -0.8% | -$6.51K | 0.06% | 312 |
|
|
2021
Q1 | $747K | Buy |
12,550
+1,320
| +12% | +$78.6K | 0.07% | 298 |
|
|
2020
Q4 | $530K | Sell |
11,230
-5,560
| -33% | -$262K | 0.06% | 333 |
|
|
2020
Q3 | $557K | Buy |
+16,790
| New | +$557K | 0.04% | 392 |
|
|
2020
Q1 | – | Sell |
-14,840
| Closed | -$434K | – | 338 |
|
|
2019
Q4 | $434K | Buy |
+14,840
| New | +$434K | 0.05% | 328 |
|