MP
Marlowe Partners’s Lam Research LRCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $6.83M | Buy |
8,373
+600
| +8% | +$490K | 26.17% | 2 |
|
|
2024
Q2 | $8.28M | Sell |
7,773
-1,036
| -12% | -$1.1M | 23.26% | 3 |
|
|
2024
Q1 | $8.56M | Sell |
8,809
-2,422
| -22% | -$2.35M | 22.52% | 3 |
|
|
2023
Q4 | $8.8M | Sell |
11,231
-3,041
| -21% | -$2.38M | 23.89% | 1 |
|
|
2023
Q3 | $8.95M | Buy |
14,272
+193
| +1% | +$121K | 27.43% | 2 |
|
|
2023
Q2 | $9.05M | Sell |
14,079
-15,610
| -53% | -$10M | 21.12% | 2 |
|
|
2023
Q1 | $15.7M | Sell |
29,689
-10,298
| -26% | -$5.46M | 21.37% | 1 |
|
|
2022
Q4 | $16.8M | Sell |
39,987
-6,741
| -14% | -$2.83M | 22.62% | 1 |
|
|
2022
Q3 | $17.1M | Sell |
46,728
-6,686
| -13% | -$2.45M | 20.46% | 3 |
|
|
2022
Q2 | $22.8M | Buy |
53,414
+1,419
| +3% | +$605K | 23.62% | 1 |
|
|
2022
Q1 | $28M | Sell |
51,995
-7,852
| -13% | -$4.22M | 20.86% | 1 |
|
|
2021
Q4 | $43M | Buy |
59,847
+1,574
| +3% | +$1.13M | 24.4% | 1 |
|
|
2021
Q3 | $33.2M | Hold |
58,273
| – | – | 19.74% | 2 |
|
|
2021
Q2 | $37.9M | Sell |
58,273
-6,623
| -10% | -$4.31M | 24.66% | 1 |
|
|
2021
Q1 | $38.6M | Sell |
64,896
-2,312
| -3% | -$1.38M | 22.86% | 1 |
|
|
2020
Q4 | $31.7M | Hold |
67,208
| – | – | 17.02% | 2 |
|
|
2020
Q3 | $22.3M | Sell |
67,208
-1,723
| -2% | -$572K | 12.96% | 3 |
|
|
2020
Q2 | $22.3M | Hold |
68,931
| – | – | 13.26% | 2 |
|
|
2020
Q1 | $16.5M | Sell |
68,931
-3,911
| -5% | -$939K | 11.2% | 2 |
|
|
2019
Q4 | $21.3M | Sell |
72,842
-1,791
| -2% | -$524K | 11.06% | 2 |
|
|
2019
Q3 | $17.2M | Sell |
74,633
-86,210
| -54% | -$19.9M | 9.4% | 4 |
|
|
2019
Q2 | $30.2M | Hold |
160,843
| – | – | 17.46% | 1 |
|
|
2019
Q1 | $28.8M | Sell |
160,843
-33,014
| -17% | -$5.91M | 19.97% | 2 |
|
|
2018
Q4 | $26.4M | Sell |
193,857
-39,908
| -17% | -$5.43M | 23.74% | 2 |
|
|
2018
Q3 | $35.5M | Buy |
233,765
+104,377
| +81% | +$15.8M | 25.47% | 1 |
|
|
2018
Q2 | $22.4M | Buy |
129,388
+69,946
| +118% | +$12.1M | 16.54% | 3 |
|
|
2018
Q1 | $12.1M | Buy |
+59,442
| New | +$12.1M | 12.57% | 4 |
|