JWM
Jackson Wealth Management’s Lam Research LRCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.95M | Sell |
102,259
-794
| -0.8% | -$77.3K | 1.08% | 23 |
|
|
2025
Q1 | $7.49M | Buy |
103,053
+2,691
| +3% | +$196K | 0.91% | 28 |
|
|
2024
Q4 | $7.25M | Buy |
100,362
+90,388
| +906% | +$6.53M | 0.82% | 35 |
|
|
2024
Q3 | $8.14M | Buy |
9,974
+3,934
| +65% | +$3.21M | 0.97% | 27 |
|
|
2024
Q2 | $6.43M | Sell |
6,040
-3,756
| -38% | -$4M | 1.38% | 16 |
|
|
2024
Q1 | $9.52M | Buy |
9,796
+329
| +3% | +$320K | 1.19% | 16 |
|
|
2023
Q4 | $7.42M | Buy |
9,467
+169
| +2% | +$132K | 0.98% | 22 |
|
|
2023
Q3 | $5.83M | Buy |
9,298
+339
| +4% | +$212K | 0.83% | 25 |
|
|
2023
Q2 | $5.76M | Buy |
+8,959
| New | +$5.76M | 0.85% | 27 |
|
|
2022
Q4 | – | Sell |
-5,179
| Closed | -$1.9M | – | 89 |
|
|
2022
Q3 | $1.9M | Buy |
5,179
+3,268
| +171% | +$1.2M | 0.37% | 60 |
|
|
2022
Q2 | $814K | Sell |
1,911
-4,211
| -69% | -$1.79M | 0.38% | 59 |
|
|
2022
Q1 | $3.29M | Sell |
6,122
-8,905
| -59% | -$4.79M | 0.46% | 54 |
|
|
2021
Q4 | $10.8M | Buy |
+15,027
| New | +$10.8M | 1.37% | 19 |
|
|
2021
Q3 | – | Sell |
-47,766
| Closed | -$31.1M | – | 107 |
|
|
2021
Q2 | $31.1M | Buy |
47,766
+20,833
| +77% | +$13.6M | 3.93% | 5 |
|
|
2021
Q1 | $16M | Buy |
26,933
+8,348
| +45% | +$4.97M | 2.4% | 11 |
|
|
2020
Q4 | $8.78M | Buy |
18,585
+12,471
| +204% | +$5.89M | 1.2% | 19 |
|
|
2020
Q3 | $2.03M | Buy |
+6,114
| New | +$2.03M | 0.3% | 70 |
|
|
2020
Q1 | – | Sell |
-5,303
| Closed | -$1.63M | – | 132 |
|
|
2019
Q4 | $1.63M | Buy |
5,303
+74
| +1% | +$22.7K | 0.27% | 92 |
|
|
2019
Q3 | $1.23M | Buy |
+5,229
| New | +$1.23M | 0.26% | 88 |
|