Meritage Portfolio Management’s Lam Research LRCX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
2023
Q4
$215K Buy
2022
Q2
Sell
2022
Q1
$17.9M Sell
2021
Q4
$24.2M Buy
2021
Q3
$11.1M Buy
2021
Q2
$12.6M Sell
2021
Q1
$11.7M Sell
2020
Q4
$9.63M Buy
2020
Q3
$6.73M Sell
2020
Q2
$6.6M Buy
2020
Q1
Sell
2019
Q4
$7.89M Buy
2019
Q3
$6.22M Buy
2019
Q2
$4.87M Buy
2017
Q2
Sell
2017
Q1
$10.1M Buy
2015
Q3
Sell
2015
Q2
$4.36M Buy
2015
Q1
$3.75M Buy
2014
Q4
$4.15M Buy