KMWM
Keudell/Morrison Wealth Management’s Lam Research LRCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2M | Buy |
20,525
+45
| +0.2% | +$4.38K | 0.44% | 46 |
|
|
2025
Q1 | $1.49M | Hold |
20,480
| – | – | 0.35% | 52 |
|
|
2024
Q4 | $1.48M | Buy |
20,480
+18,315
| +846% | +$1.32M | 0.39% | 51 |
|
|
2024
Q3 | $1.77M | Hold |
2,165
| – | – | 0.48% | 46 |
|
|
2024
Q2 | $2.31M | Sell |
2,165
-21
| -1% | -$22.4K | 0.67% | 31 |
|
|
2024
Q1 | $2.12M | Sell |
2,186
-6
| -0.3% | -$5.83K | 0.64% | 33 |
|
|
2023
Q4 | $1.72M | Hold |
2,192
| – | – | 0.57% | 35 |
|
|
2023
Q3 | $1.37M | Hold |
2,192
| – | – | 0.42% | 46 |
|
|
2023
Q2 | $1.41M | Buy |
2,192
+144
| +7% | +$92.6K | 0.41% | 49 |
|
|
2023
Q1 | $1.09M | Sell |
2,048
-128
| -6% | -$67.9K | 0.32% | 54 |
|
|
2022
Q4 | $915K | Buy |
2,176
+299
| +16% | +$126K | 0.29% | 61 |
|
|
2022
Q3 | $687K | Sell |
1,877
-172
| -8% | -$63K | 0.26% | 76 |
|
|
2022
Q2 | $873K | Sell |
2,049
-68
| -3% | -$29K | 0.32% | 66 |
|
|
2022
Q1 | $1.14M | Buy |
2,117
+107
| +5% | +$57.5K | 0.48% | 55 |
|
|
2021
Q4 | $1.45M | Buy |
2,010
+160
| +9% | +$115K | 0.57% | 40 |
|
|
2021
Q3 | $1.05M | Buy |
1,850
+150
| +9% | +$85.4K | 0.45% | 53 |
|
|
2021
Q2 | $1.11M | Buy |
1,700
+400
| +31% | +$260K | 0.61% | 52 |
|
|
2021
Q1 | $774K | Buy |
1,300
+213
| +20% | +$127K | 0.45% | 66 |
|
|
2020
Q4 | $513K | Hold |
1,087
| – | – | 0.33% | 89 |
|
|
2020
Q3 | $361K | Buy |
1,087
+29
| +3% | +$9.63K | 0.23% | 103 |
|
|
2020
Q2 | $342K | Sell |
1,058
-18
| -2% | -$5.82K | 0.28% | 101 |
|
|
2020
Q1 | $258K | Buy |
1,076
+125
| +13% | +$30K | 0.25% | 113 |
|
|
2019
Q4 | $278K | Sell |
951
-30
| -3% | -$8.77K | 0.19% | 120 |
|
|
2019
Q3 | $227K | Buy |
+981
| New | +$227K | 0.19% | 129 |
|