JFS Wealth 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 | $91.7K | Sell |
942
-68
| -7% | -$6.62K | 0.01% | 383 |
|
|
2025
Q1 | $73.4K | Sell |
1,010
-20
| -2% | -$1.45K | 0.01% | 409 |
|
|
2024
Q4 | $74.4K | Hold |
1,030
| – | – | 0.01% | 395 |
|
|
2024
Q3 | $84.1K | Sell |
1,030
-40
| -4% | -$3.26K | 0.01% | 392 |
|
|
2024
Q2 | $114K | Sell |
1,070
-10
| -0.9% | -$1.07K | 0.01% | 292 |
|
|
2024
Q1 | $105K | Sell |
1,080
-150
| -12% | -$14.6K | 0.01% | 311 |
|
|
2023
Q4 | $96.3K | Buy |
1,230
+670
| +120% | +$52.5K | 0.01% | 308 |
|
|
2023
Q3 | $35.1K | Buy |
560
+10
| +2% | +$627 | ﹤0.01% | 421 |
|
|
2023
Q2 | $35.4K | Hold |
550
| – | – | ﹤0.01% | 422 |
|
|
2023
Q1 | $29.2K | Buy |
550
+10
| +2% | +$530 | ﹤0.01% | 454 |
|
|
2022
Q4 | $22.7K | Buy |
540
+70
| +15% | +$2.94K | ﹤0.01% | 508 |
|
|
2022
Q3 | $17K | Sell |
470
-60
| -11% | -$2.17K | ﹤0.01% | 608 |
|
|
2022
Q2 | $23K | Buy |
530
+240
| +83% | +$10.4K | ﹤0.01% | 562 |
|
|
2022
Q1 | $16K | Buy |
290
+60
| +26% | +$3.31K | ﹤0.01% | 664 |
|
|
2021
Q4 | $17K | Buy |
230
+120
| +109% | +$8.87K | ﹤0.01% | 604 |
|
|
2021
Q3 | $6K | Buy |
110
+40
| +57% | +$2.18K | ﹤0.01% | 702 |
|
|
2021
Q2 | $5K | Buy |
70
+20
| +40% | +$1.43K | ﹤0.01% | 493 |
|
|
2021
Q1 | $3K | Buy |
+50
| New | +$3K | ﹤0.01% | 514 |
|
|
2020
Q3 | – | Sell |
-110
| Closed | -$4K | – | 582 |
|
|
2020
Q2 | $4K | Buy |
+110
| New | +$4K | ﹤0.01% | 443 |
|
|
2015
Q1 | – | Sell |
-900
| Closed | -$7K | – | 529 |
|
|
2014
Q4 | $7K | Buy |
+900
| New | +$7K | ﹤0.01% | 410 |
|