Kennicott Capital Management’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	$234K	Buy	+2,400	New	+$234K	0.13%	43
2024 Q3	–	Sell	-2,400	Closed	-$256K	–	45
2024 Q2	$256K	Hold	2,400	–	–	0.11%	39
2024 Q1	$233K	Buy	+2,400	New	+$233K	0.1%	41