MWM
Mascoma Wealth Management’s Lam Research LRCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $408K | Hold |
4,190
| – | – | 0.09% | 60 |
|
|
2025
Q1 | $305K | Hold |
4,190
| – | – | 0.08% | 74 |
|
|
2024
Q4 | $303K | Buy |
4,190
+3,771
| +900% | +$272K | 0.08% | 77 |
|
|
2024
Q3 | $342K | Hold |
419
| – | – | 0.09% | 72 |
|
|
2024
Q2 | $446K | Hold |
419
| – | – | 0.12% | 60 |
|
|
2024
Q1 | $407K | Hold |
419
| – | – | 0.12% | 64 |
|
|
2023
Q4 | $328K | Hold |
419
| – | – | 0.1% | 73 |
|
|
2023
Q3 | $263K | Buy |
419
+87
| +26% | +$54.5K | 0.08% | 85 |
|
|
2023
Q2 | $231K | Hold |
332
| – | – | 0.07% | 94 |
|
|
2023
Q1 | $174K | Sell |
332
-6
| -2% | -$3.14K | 0.05% | 129 |
|
|
2022
Q4 | $142K | Sell |
338
-7
| -2% | -$2.94K | 0.05% | 135 |
|
|
2022
Q3 | $126K | Sell |
345
-10
| -3% | -$3.65K | 0.04% | 145 |
|
|
2022
Q2 | $151K | Sell |
355
-15
| -4% | -$6.38K | 0.05% | 131 |
|
|
2022
Q1 | $199K | Buy |
370
+304
| +461% | +$164K | 0.06% | 124 |
|
|
2021
Q4 | $47K | Buy |
66
+25
| +61% | +$17.8K | 0.02% | 227 |
|
|
2021
Q3 | $23K | Buy |
+41
| New | +$23K | 0.01% | 279 |
|
|
2021
Q2 | – | Sell |
-28
| Closed | -$17K | – | 309 |
|
|
2021
Q1 | $17K | Buy |
+28
| New | +$17K | 0.01% | 310 |
|