JWM
JGP Wealth Management’s Lam Research LRCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $394K | Sell |
4,046
-3
| -0.1% | -$292 | 0.05% | 146 |
|
|
2025
Q1 | $294K | Buy |
+4,049
| New | +$294K | 0.04% | 156 |
|
|
2024
Q4 | – | Sell |
-410
| Closed | -$335K | – | 186 |
|
|
2024
Q3 | $335K | Sell |
410
-4
| -1% | -$3.26K | 0.04% | 144 |
|
|
2024
Q2 | $441K | Buy |
414
+13
| +3% | +$13.8K | 0.06% | 129 |
|
|
2024
Q1 | $390K | Sell |
401
-1
| -0.2% | -$972 | 0.06% | 130 |
|
|
2023
Q4 | $315K | Hold |
402
| – | – | 0.05% | 142 |
|
|
2023
Q3 | $252K | Sell |
402
-16
| -4% | -$10K | 0.04% | 139 |
|
|
2023
Q2 | $269K | Hold |
418
| – | – | 0.04% | 132 |
|
|
2023
Q1 | $222K | Buy |
+418
| New | +$222K | 0.04% | 145 |
|
|
2022
Q2 | – | Sell |
-418
| Closed | -$206K | – | 155 |
|
|
2022
Q1 | $206K | Buy |
418
+5
| +1% | +$2.46K | 0.04% | 157 |
|
|
2021
Q4 | $286K | Buy |
413
+18
| +5% | +$12.5K | 0.05% | 144 |
|
|
2021
Q3 | $225K | Hold |
395
| – | – | 0.05% | 145 |
|
|
2021
Q2 | $257K | Buy |
395
+13
| +3% | +$8.46K | 0.06% | 138 |
|
|
2021
Q1 | $227K | Buy |
+382
| New | +$227K | 0.05% | 140 |
|