Mitchell Capital Management’s Lam Research LRCX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-5,360
Closed -$521K 124
2024
Q1
$521K Buy
5,360
+520
+11% +$50.5K 0.1% 96
2023
Q4
$379K Hold
4,840
0.08% 103
2023
Q3
$303K Hold
4,840
0.07% 105
2023
Q2
$311K Hold
4,840
0.07% 109
2023
Q1
$257K Hold
4,840
0.06% 118
2022
Q4
$203K Sell
4,840
-36,130
-88% -$1.52M 0.06% 123
2022
Q3
$1.5M Buy
40,970
+870
+2% +$31.9K 0.43% 78
2022
Q2
$1.71M Buy
40,100
+2,020
+5% +$86.1K 0.48% 70
2022
Q1
$2.05M Buy
38,080
+1,310
+4% +$70.4K 0.46% 71
2021
Q4
$2.64M Buy
36,770
+830
+2% +$59.7K 0.54% 61
2021
Q3
$2.05M Buy
35,940
+1,150
+3% +$65.5K 0.46% 73
2021
Q2
$2.26M Buy
34,790
+2,850
+9% +$185K 0.5% 72
2021
Q1
$1.9M Buy
31,940
+3,360
+12% +$200K 0.46% 79
2020
Q4
$1.35M Buy
28,580
+2,100
+8% +$99.2K 0.34% 87
2020
Q3
$878K Buy
26,480
+740
+3% +$24.5K 0.25% 97
2020
Q2
$833K Buy
25,740
+590
+2% +$19.1K 0.27% 97
2020
Q1
$604K Buy
+25,150
New +$604K 0.24% 102