Monterey Private Wealth’s Lam Research LRCX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $218K | Buy |
2,995
+11
| +0.4% | +$800 | 0.06% | 122 |
|
|
2024
Q4 | $216K | Buy |
2,984
+324
| +12% | +$23.4K | 0.07% | 122 |
|
|
2024
Q3 | $217K | Sell |
2,660
-10
| -0.4% | -$816 | 0.07% | 119 |
|
|
2024
Q2 | $284K | Buy |
2,670
+80
| +3% | +$8.51K | 0.11% | 92 |
|
|
2024
Q1 | $252K | Buy |
2,590
+10
| +0.4% | +$973 | 0.1% | 91 |
|
|
2023
Q4 | $202K | Buy |
+2,580
| New | +$202K | 0.09% | 102 |
|
|
2023
Q3 | – | Sell |
-3,610
| Closed | -$232K | – | 101 |
|
|
2023
Q2 | $232K | Buy |
+3,610
| New | +$232K | 0.11% | 90 |
|