MWC
MBM Wealth Consultants’s Lam Research LRCX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.93M | Buy |
19,877
+4,088
| +26% | +$398K | 0.52% | 27 |
|
2025
Q1 | $1.15M | Buy |
15,789
+431
| +3% | +$31.4K | 0.34% | 47 |
|
2024
Q4 | $1.11M | Buy |
15,358
+13,932
| +977% | +$1.01M | 0.33% | 47 |
|
2024
Q3 | $1.16M | Buy |
1,426
+120
| +9% | +$97.9K | 0.37% | 47 |
|
2024
Q2 | $1.45M | Sell |
1,306
-1
| -0.1% | -$1.11K | 0.5% | 28 |
|
2024
Q1 | $1.27M | Sell |
1,307
-80
| -6% | -$77.9K | 0.45% | 30 |
|
2023
Q4 | $1.17M | Sell |
1,387
-23
| -2% | -$19.4K | 0.44% | 30 |
|
2023
Q3 | $909K | Sell |
1,410
-208
| -13% | -$134K | 0.4% | 38 |
|
2023
Q2 | $1.01M | Buy |
1,618
+211
| +15% | +$131K | 0.43% | 32 |
|
2023
Q1 | $825K | Hold |
1,407
| – | – | 0.34% | 36 |
|
2022
Q4 | $585K | Buy |
1,407
+82
| +6% | +$34.1K | 0.27% | 45 |
|
2022
Q3 | $519K | Buy |
1,325
+159
| +14% | +$62.3K | 0.25% | 47 |
|
2022
Q2 | $499K | Buy |
1,166
+75
| +7% | +$32.1K | 0.24% | 47 |
|
2022
Q1 | $587K | Buy |
1,091
+159
| +17% | +$85.5K | 0.24% | 56 |
|
2021
Q4 | $670K | Sell |
932
-32
| -3% | -$23K | 0.28% | 48 |
|
2021
Q3 | $549K | Buy |
964
+111
| +13% | +$63.2K | 0.25% | 50 |
|
2021
Q2 | $555K | Sell |
853
-6
| -0.7% | -$3.9K | 0.26% | 48 |
|
2021
Q1 | $511K | Sell |
859
-15
| -2% | -$8.92K | 0.26% | 49 |
|
2020
Q4 | $413K | Sell |
874
-385
| -31% | -$182K | 0.22% | 55 |
|
2020
Q3 | $418K | Buy |
1,259
+54
| +4% | +$17.9K | 0.27% | 46 |
|
2020
Q2 | $390K | Sell |
1,205
-465
| -28% | -$150K | 0.28% | 47 |
|
2020
Q1 | $401K | Sell |
1,670
-62
| -4% | -$14.9K | 0.33% | 49 |
|
2019
Q4 | $506K | Sell |
1,732
-383
| -18% | -$112K | 0.38% | 55 |
|
2019
Q3 | $489K | Buy |
2,115
+42
| +2% | +$9.71K | 0.38% | 58 |
|
2019
Q2 | $402K | Buy |
2,073
+40
| +2% | +$7.76K | 0.33% | 67 |
|
2019
Q1 | $364K | Buy |
2,033
+162
| +9% | +$29K | 0.32% | 66 |
|
2018
Q4 | $255K | Buy |
+1,871
| New | +$255K | 0.25% | 77 |
|