Lyell Wealth 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
$503K Hold
5,170
0.04% 149
2025
Q1
$376K Sell
5,170
-430
-8% -$31.3K 0.04% 158
2024
Q4
$404K Hold
5,600
0.04% 151
2024
Q3
$457K Sell
5,600
-150
-3% -$12.2K 0.04% 150
2024
Q2
$612K Buy
5,750
+430
+8% +$45.8K 0.06% 128
2024
Q1
$517K Buy
5,320
+220
+4% +$21.4K 0.05% 136
2023
Q4
$399K Hold
5,100
0.05% 143
2023
Q3
$320K Sell
5,100
-730
-13% -$45.8K 0.04% 145
2023
Q2
$375K Hold
5,830
0.05% 142
2023
Q1
$309K Sell
5,830
-2,230
-28% -$118K 0.04% 163
2022
Q4
$339K Buy
+8,060
New +$339K 0.05% 158
2022
Q3
Sell
-5,310
Closed -$227K 196
2022
Q2
$227K Buy
5,310
+20
+0.4% +$855 0.04% 176
2022
Q1
$285K Buy
5,290
+30
+0.6% +$1.62K 0.04% 174
2021
Q4
$379K Buy
5,260
+140
+3% +$10.1K 0.04% 149
2021
Q3
$292K Hold
5,120
0.04% 160
2021
Q2
$334K Buy
5,120
+20
+0.4% +$1.31K 0.04% 159
2021
Q1
$304K Buy
+5,100
New +$304K 0.04% 153