McDonald Partners’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
$969K Sell
9,955
-150
-1% -$14.6K 0.23% 116
2025
Q1
$735K Buy
10,105
+2,125
+27% +$154K 0.19% 134
2024
Q4
$576K Buy
7,980
+600
+8% +$43.3K 0.15% 153
2024
Q3
$602K Sell
7,380
-250
-3% -$20.4K 0.15% 152
2024
Q2
$812K Hold
7,630
0.22% 121
2024
Q1
$741K Hold
7,630
0.2% 125
2023
Q4
$598K Hold
7,630
0.18% 145
2023
Q3
$478K Hold
7,630
0.16% 152
2023
Q2
$491K Hold
7,630
0.15% 157
2023
Q1
$404K Sell
7,630
-120
-2% -$6.36K 0.13% 163
2022
Q4
$326K Hold
7,750
0.11% 179
2022
Q3
$284K Hold
7,750
0.11% 181
2022
Q2
$330K Hold
7,750
0.08% 223
2022
Q1
$417K Buy
+7,750
New +$417K 0.09% 221
2021
Q4
Sell
-7,630
Closed -$434K 648
2021
Q3
$434K Hold
7,630
0.1% 204
2021
Q2
$496K Hold
7,630
0.12% 189
2021
Q1
$454K Sell
7,630
-10
-0.1% -$595 0.12% 185
2020
Q4
$361K Buy
+7,640
New +$361K 0.1% 202