LSA
L & S Advisors’s Lam Research LRCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-31,704
| Closed | -$2.3M | – | 357 |
|
|
2025
Q1 | $2.3M | Buy |
31,704
+1,271
| +4% | +$92.4K | 0.28% | 98 |
|
|
2024
Q4 | $2.2M | Buy |
30,433
+20,169
| +197% | +$1.46M | 0.24% | 109 |
|
|
2024
Q3 | $8.38M | Sell |
10,264
-732
| -7% | -$597K | 0.88% | 34 |
|
|
2024
Q2 | $11.7M | Buy |
10,996
+1,411
| +15% | +$1.5M | 1.33% | 16 |
|
|
2024
Q1 | $9.31M | Buy |
9,585
+2,945
| +44% | +$2.86M | 1.05% | 20 |
|
|
2023
Q4 | $5.2M | Buy |
+6,640
| New | +$5.2M | 0.63% | 58 |
|
|
2023
Q2 | – | Sell |
-9,394
| Closed | -$4.98M | – | 333 |
|
|
2023
Q1 | $4.98M | Buy |
9,394
+5,672
| +152% | +$3.01M | 0.7% | 45 |
|
|
2022
Q4 | $1.56M | Sell |
3,722
-1,241
| -25% | -$522K | 0.29% | 96 |
|
|
2022
Q3 | $1.82M | Sell |
4,963
-329
| -6% | -$120K | 0.32% | 79 |
|
|
2022
Q2 | $2.26M | Sell |
5,292
-12,951
| -71% | -$5.52M | 0.38% | 60 |
|
|
2022
Q1 | $9.81M | Buy |
18,243
+4,307
| +31% | +$2.32M | 1.16% | 17 |
|
|
2021
Q4 | $10M | Buy |
13,936
+2,202
| +19% | +$1.58M | 1.08% | 22 |
|
|
2021
Q3 | $6.68M | Sell |
11,734
-2,023
| -15% | -$1.15M | 0.72% | 35 |
|
|
2021
Q2 | $8.95M | Buy |
13,757
+2,841
| +26% | +$1.85M | 0.96% | 18 |
|
|
2021
Q1 | $6.5M | Sell |
10,916
-4,656
| -30% | -$2.77M | 0.74% | 33 |
|
|
2020
Q4 | $7.35M | Buy |
15,572
+10,132
| +186% | +$4.78M | 0.85% | 18 |
|
|
2020
Q3 | $1.81M | Sell |
5,440
-16,629
| -75% | -$5.52M | 0.25% | 127 |
|
|
2020
Q2 | $7.14M | Buy |
22,069
+15,003
| +212% | +$4.85M | 1.06% | 17 |
|
|
2020
Q1 | $1.7M | Sell |
7,066
-20,227
| -74% | -$4.85M | 0.32% | 74 |
|
|
2019
Q4 | $7.98M | Sell |
27,293
-7,169
| -21% | -$2.1M | 1.02% | 25 |
|
|
2019
Q3 | $7.96M | Buy |
34,462
+11,756
| +52% | +$2.72M | 1.11% | 15 |
|
|
2019
Q2 | $4.27M | Sell |
22,706
-9,269
| -29% | -$1.74M | 0.56% | 45 |
|
|
2019
Q1 | $5.72M | Buy |
31,975
+24,694
| +339% | +$4.42M | 0.77% | 37 |
|
|
2018
Q4 | $991K | Sell |
7,281
-5,793
| -44% | -$788K | 0.19% | 110 |
|
|
2018
Q3 | $1.98M | Sell |
13,074
-1,293
| -9% | -$196K | 0.26% | 91 |
|
|
2018
Q2 | $2.48M | Sell |
14,367
-6,380
| -31% | -$1.1M | 0.42% | 68 |
|
|
2018
Q1 | $4.22M | Sell |
20,747
-12,388
| -37% | -$2.52M | 0.8% | 36 |
|
|
2017
Q4 | $6.1M | Buy |
33,135
+22,915
| +224% | +$4.22M | 0.93% | 38 |
|
|
2017
Q3 | $1.89M | Sell |
10,220
-28,800
| -74% | -$5.33M | 0.32% | 83 |
|
|
2017
Q2 | $5.52M | Buy |
39,020
+15,195
| +64% | +$2.15M | 0.97% | 34 |
|
|
2017
Q1 | $3.06M | Sell |
23,825
-44,379
| -65% | -$5.7M | 0.58% | 54 |
|
|
2016
Q4 | $7.21M | Sell |
68,204
-4,571
| -6% | -$483K | 1.64% | 11 |
|
|
2016
Q3 | $6.89M | Buy |
72,775
+26,855
| +58% | +$2.54M | 1.91% | 16 |
|
|
2016
Q2 | $3.86M | Sell |
45,920
-48,959
| -52% | -$4.12M | 0.88% | 32 |
|
|
2016
Q1 | $7.84M | Buy |
94,879
+50,839
| +115% | +$4.2M | 1.94% | 12 |
|
|
2015
Q4 | $3.5M | Buy |
+44,040
| New | +$3.5M | 0.88% | 48 |
|
|
2015
Q1 | – | Sell |
-50,911
| Closed | -$4.04M | – | 100 |
|
|
2014
Q4 | $4.04M | Buy |
+50,911
| New | +$4.04M | 1.26% | 39 |
|