MWM
Mission Wealth Management’s Lam Research LRCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.61M | Sell |
47,404
-5,135
| -10% | -$500K | 0.1% | 120 |
|
|
2025
Q1 | $3.82M | Buy |
52,539
+796
| +2% | +$57.9K | 0.09% | 119 |
|
|
2024
Q4 | $3.74M | Buy |
51,743
+43,719
| +545% | +$3.16M | 0.09% | 112 |
|
|
2024
Q3 | $6.55M | Buy |
8,024
+50
| +0.6% | +$40.8K | 0.16% | 74 |
|
|
2024
Q2 | $8.49M | Sell |
7,974
-112
| -1% | -$119K | 0.22% | 57 |
|
|
2024
Q1 | $7.86M | Buy |
8,086
+5,985
| +285% | +$5.82M | 0.21% | 71 |
|
|
2023
Q4 | $1.65M | Sell |
2,101
-242
| -10% | -$190K | 0.05% | 166 |
|
|
2023
Q3 | $1.47M | Sell |
2,343
-29
| -1% | -$18.2K | 0.05% | 158 |
|
|
2023
Q2 | $1.53M | Sell |
2,372
-593
| -20% | -$381K | 0.06% | 160 |
|
|
2023
Q1 | $1.57M | Buy |
2,965
+185
| +7% | +$98.1K | 0.07% | 150 |
|
|
2022
Q4 | $1.17M | Hold |
2,780
| – | – | 0.06% | 177 |
|
|
2022
Q3 | $1.02M | Buy |
2,780
+17
| +0.6% | +$6.22K | 0.05% | 171 |
|
|
2022
Q2 | $1.18M | Buy |
2,763
+13
| +0.5% | +$5.54K | 0.06% | 163 |
|
|
2022
Q1 | $1.48M | Sell |
2,750
-10
| -0.4% | -$5.38K | 0.07% | 133 |
|
|
2021
Q4 | $1.99M | Sell |
2,760
-14
| -0.5% | -$10.1K | 0.09% | 110 |
|
|
2021
Q3 | $1.58M | Sell |
2,774
-730
| -21% | -$416K | 0.08% | 120 |
|
|
2021
Q2 | $2.28M | Buy |
3,504
+2,775
| +381% | +$1.81M | 0.12% | 89 |
|
|
2021
Q1 | $434K | Sell |
729
-22
| -3% | -$13.1K | 0.03% | 282 |
|
|
2020
Q4 | $355K | Buy |
751
+28
| +4% | +$13.2K | 0.02% | 311 |
|
|
2020
Q3 | $240K | Sell |
723
-80
| -10% | -$26.6K | 0.02% | 316 |
|
|
2020
Q2 | $260K | Buy |
+803
| New | +$260K | 0.02% | 273 |
|