KG&L 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
$2.5M Sell
25,662
-2,430
-9% -$237K 0.74% 34
2025
Q1
$2.04M Sell
28,092
-9,071
-24% -$659K 0.66% 34
2024
Q4
$2.68M Buy
37,163
+27,523
+286% +$1.99M 0.86% 28
2024
Q3
$787K Buy
9,640
+6,700
+228% +$547K 0.25% 85
2024
Q2
$313K Sell
2,940
-420
-13% -$44.7K 0.11% 156
2024
Q1
$326K Buy
3,360
+50
+2% +$4.86K 0.13% 143
2023
Q4
$259K Sell
3,310
-1,730
-34% -$136K 0.11% 145
2023
Q3
$316K Buy
5,040
+120
+2% +$7.52K 0.15% 116
2023
Q2
$316K Buy
+4,920
New +$316K 0.15% 114