LTI
Laffer Tengler Investments’s Lam Research LRCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.57M | Sell |
98,305
-9,002
| -8% | -$876K | 1.71% | 17 |
|
|
2025
Q1 | $7.8M | Buy |
107,307
+1,074
| +1% | +$78.1K | 1.66% | 20 |
|
|
2024
Q4 | $7.67M | Buy |
106,233
+96,759
| +1,021% | +$6.99M | 1.51% | 22 |
|
|
2024
Q3 | $7.73M | Buy |
9,474
+163
| +2% | +$133K | 1.57% | 19 |
|
|
2024
Q2 | $9.91M | Buy |
9,311
+795
| +9% | +$847K | 2.14% | 8 |
|
|
2024
Q1 | $8.27M | Sell |
8,516
-1,965
| -19% | -$1.91M | 2.14% | 8 |
|
|
2023
Q4 | $8.21M | Buy |
10,481
+677
| +7% | +$530K | 2.18% | 5 |
|
|
2023
Q3 | $6.14M | Sell |
9,804
-1,482
| -13% | -$929K | 1.81% | 11 |
|
|
2023
Q2 | $7.26M | Sell |
11,286
-128
| -1% | -$82.3K | 1.92% | 3 |
|
|
2023
Q1 | $6.05M | Buy |
11,414
+605
| +6% | +$321K | 1.64% | 6 |
|
|
2022
Q4 | $4.54M | Buy |
10,809
+2,332
| +28% | +$980K | 1.31% | 16 |
|
|
2022
Q3 | $3.1M | Buy |
8,477
+564
| +7% | +$206K | 1.14% | 17 |
|
|
2022
Q2 | $3.37M | Buy |
7,913
+401
| +5% | +$171K | 1.18% | 12 |
|
|
2022
Q1 | $4.04M | Sell |
7,512
-25
| -0.3% | -$13.4K | 1.22% | 12 |
|
|
2021
Q4 | $5.42M | Buy |
7,537
+560
| +8% | +$403K | 1.57% | 6 |
|
|
2021
Q3 | $3.97M | Buy |
6,977
+1,081
| +18% | +$615K | 1.15% | 15 |
|
|
2021
Q2 | $3.84M | Buy |
5,896
+1,781
| +43% | +$1.16M | 1.44% | 9 |
|
|
2021
Q1 | $2.45M | Buy |
4,115
+252
| +7% | +$150K | 0.93% | 45 |
|
|
2020
Q4 | $1.87M | Buy |
3,863
+721
| +23% | +$349K | 0.79% | 54 |
|
|
2020
Q3 | $1.04M | Buy |
3,142
+1,945
| +162% | +$645K | 0.52% | 66 |
|
|
2020
Q2 | $387K | Buy |
+1,197
| New | +$387K | 0.22% | 93 |
|
|
2018
Q1 | – | Sell |
-15,840
| Closed | -$2.92M | – | 229 |
|
|
2017
Q4 | $2.92M | Hold |
15,840
| – | – | 0.73% | 30 |
|
|
2017
Q3 | $2.93M | Sell |
15,840
-1,155
| -7% | -$214K | 0.77% | 28 |
|
|
2017
Q2 | $2.4M | Hold |
16,995
| – | – | 0.61% | 46 |
|
|
2017
Q1 | $2.18M | Hold |
16,995
| – | – | 0.57% | 59 |
|
|
2016
Q4 | $1.8M | Buy |
+16,995
| New | +$1.8M | 0.48% | 91 |
|