Modera Wealth Management’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 | $8.11M | Sell |
83,362
-696
| -0.8% | -$67.7K | 0.1% | 141 |
|
|
2025
Q1 | $6.11M | Sell |
84,058
-3,120
| -4% | -$227K | 0.08% | 158 |
|
|
2024
Q4 | $6.3M | Buy |
87,178
+308
| +0.4% | +$22.2K | 0.08% | 159 |
|
|
2024
Q3 | $7.09M | Sell |
86,870
-7,440
| -8% | -$607K | 0.09% | 136 |
|
|
2024
Q2 | $10M | Sell |
94,310
-3,480
| -4% | -$371K | 0.15% | 114 |
|
|
2024
Q1 | $9.5M | Sell |
97,790
-12,190
| -11% | -$1.18M | 0.14% | 119 |
|
|
2023
Q4 | $8.61M | Sell |
109,980
-18,060
| -14% | -$1.41M | 0.14% | 120 |
|
|
2023
Q3 | $8.03M | Sell |
128,040
-20,180
| -14% | -$1.26M | 0.15% | 115 |
|
|
2023
Q2 | $9.53M | Buy |
+148,220
| New | +$9.53M | 0.17% | 110 |
|
|
2022
Q1 | – | Sell |
-9,810
| Closed | -$706K | – | 496 |
|
|
2021
Q4 | $706K | Buy |
+9,810
| New | +$706K | 0.03% | 217 |
|