Kingswood 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 | $408K | Sell |
4,196
-237
| -5% | -$23.1K | 0.03% | 474 |
|
|
2025
Q1 | $322K | Sell |
4,433
-734
| -14% | -$53.4K | 0.03% | 518 |
|
|
2024
Q4 | $373K | Sell |
5,167
-3,733
| -42% | -$270K | 0.03% | 531 |
|
|
2024
Q3 | $726K | Buy |
8,900
+1,100
| +14% | +$89.8K | 0.05% | 359 |
|
|
2024
Q2 | $831K | Buy |
7,800
+240
| +3% | +$25.6K | 0.07% | 270 |
|
|
2024
Q1 | $735K | Buy |
7,560
+410
| +6% | +$39.8K | 0.08% | 264 |
|
|
2023
Q4 | $560K | Buy |
7,150
+3,120
| +77% | +$244K | 0.06% | 317 |
|
|
2023
Q3 | $253K | Buy |
+4,030
| New | +$253K | 0.04% | 351 |
|