LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Lam Research LRCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $60.4K | Hold |
620
| – | – | ﹤0.01% | 384 |
|
|
2025
Q1 | $41.4K | Hold |
620
| – | – | ﹤0.01% | 392 |
|
|
2024
Q4 | $46.9K | Buy |
+620
| New | +$46.9K | ﹤0.01% | 395 |
|
|
2024
Q3 | – | Sell |
-62
| Closed | -$66.7K | – | 585 |
|
|
2024
Q2 | $66.7K | Hold |
62
| – | – | ﹤0.01% | 366 |
|
|
2024
Q1 | $53.8K | Buy |
62
+56
| +933% | +$48.6K | ﹤0.01% | 388 |
|
|
2023
Q4 | $4.95K | Hold |
6
| – | – | ﹤0.01% | 522 |
|
|
2023
Q3 | $3.74K | Hold |
6
| – | – | ﹤0.01% | 570 |
|
|
2023
Q2 | $3.86K | Buy |
6
+3
| +100% | +$1.93K | ﹤0.01% | 586 |
|
|
2023
Q1 | $1.59K | Hold |
3
| – | – | ﹤0.01% | 576 |
|
|
2022
Q4 | $1.26K | Sell |
3
-1
| -25% | -$420 | ﹤0.01% | 561 |
|
|
2022
Q3 | $1K | Hold |
4
| – | – | ﹤0.01% | 593 |
|
|
2022
Q2 | $2K | Sell |
4
-16
| -80% | -$8K | ﹤0.01% | 614 |
|
|
2022
Q1 | $11K | Hold |
20
| – | – | ﹤0.01% | 550 |
|
|
2021
Q4 | $14K | Hold |
20
| – | – | ﹤0.01% | 572 |
|
|
2021
Q3 | $11K | Hold |
20
| – | – | ﹤0.01% | 578 |
|
|
2021
Q2 | $13K | Buy |
+20
| New | +$13K | ﹤0.01% | 583 |
|
|
2021
Q1 | – | Sell |
-7
| Closed | -$3K | – | 536 |
|
|
2020
Q4 | $3K | Hold |
7
| – | – | ﹤0.01% | 729 |
|
|
2020
Q3 | $2K | Hold |
7
| – | – | ﹤0.01% | 571 |
|
|
2020
Q2 | $2K | Hold |
7
| – | – | ﹤0.01% | 565 |
|
|
2020
Q1 | $2K | Hold |
7
| – | – | ﹤0.01% | 616 |
|
|
2019
Q4 | $2K | Hold |
7
| – | – | ﹤0.01% | 649 |
|
|
2019
Q3 | $2K | Sell |
7
-17
| -71% | -$4.86K | ﹤0.01% | 643 |
|
|
2019
Q2 | $5K | Buy |
24
+17
| +243% | +$3.54K | ﹤0.01% | 614 |
|
|
2019
Q1 | $1K | Hold |
7
| – | – | ﹤0.01% | 680 |
|
|
2018
Q4 | $0 | Hold |
7
| – | – | ﹤0.01% | 713 |
|
|
2018
Q3 | $1K | Hold |
7
| – | – | ﹤0.01% | 633 |
|
|
2018
Q2 | $1K | Hold |
7
| – | – | ﹤0.01% | 648 |
|
|
2018
Q1 | $1K | Hold |
7
| – | – | ﹤0.01% | 697 |
|
|
2017
Q4 | $1K | Hold |
7
| – | – | ﹤0.01% | 700 |
|
|
2017
Q3 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 721 |
|