MAM
Morse Asset Management’s Lam Research LRCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.32M | Buy |
23,870
+300
| +1% | +$29.2K | 0.51% | 54 |
|
|
2025
Q1 | $1.71M | Buy |
23,570
+2,300
| +11% | +$167K | 0.43% | 57 |
|
|
2024
Q4 | $1.54M | Buy |
21,270
+18,988
| +832% | +$1.37M | 0.35% | 65 |
|
|
2024
Q3 | $1.86M | Sell |
2,282
-122
| -5% | -$99.6K | 0.4% | 61 |
|
|
2024
Q2 | $2.56M | Sell |
2,404
-25
| -1% | -$26.6K | 0.62% | 44 |
|
|
2024
Q1 | $2.36M | Hold |
2,429
| – | – | 0.6% | 51 |
|
|
2023
Q4 | $1.9M | Sell |
2,429
-26
| -1% | -$20.4K | 0.56% | 51 |
|
|
2023
Q3 | $1.54M | Sell |
2,455
-37
| -1% | -$23.2K | 0.49% | 57 |
|
|
2023
Q2 | $1.6M | Hold |
2,492
| – | – | 0.49% | 57 |
|
|
2023
Q1 | $1.32M | Hold |
2,492
| – | – | 0.45% | 65 |
|
|
2022
Q4 | $1.05M | Sell |
2,492
-25
| -1% | -$10.5K | 0.38% | 71 |
|
|
2022
Q3 | $921K | Hold |
2,517
| – | – | 0.35% | 77 |
|
|
2022
Q2 | $1.07M | Sell |
2,517
-64
| -2% | -$27.3K | 0.34% | 73 |
|
|
2022
Q1 | $1.39M | Sell |
2,581
-80
| -3% | -$43K | 0.35% | 77 |
|
|
2021
Q4 | $1.91M | Sell |
2,661
-2,388
| -47% | -$1.72M | 0.43% | 64 |
|
|
2021
Q3 | $2.87M | Sell |
5,049
-873
| -15% | -$497K | 0.68% | 40 |
|
|
2021
Q2 | $3.85M | Buy |
5,922
+207
| +4% | +$135K | 0.93% | 28 |
|
|
2021
Q1 | $3.4M | Buy |
5,715
+565
| +11% | +$336K | 0.87% | 33 |
|
|
2020
Q4 | $2.43M | Buy |
5,150
+20
| +0.4% | +$9.45K | 0.67% | 41 |
|
|
2020
Q3 | $1.7M | Buy |
5,130
+2,045
| +66% | +$678K | 0.55% | 50 |
|
|
2020
Q2 | $998K | Buy |
3,085
+1,915
| +164% | +$620K | 0.36% | 66 |
|
|
2020
Q1 | $281K | Buy |
1,170
+130
| +13% | +$31.2K | 0.13% | 93 |
|
|
2019
Q4 | $304K | Buy |
+1,040
| New | +$304K | 0.1% | 110 |
|
|
2018
Q4 | – | Sell |
-1,850
| Closed | -$281K | – | 128 |
|
|
2018
Q3 | $281K | Sell |
1,850
-12,055
| -87% | -$1.83M | 0.07% | 116 |
|
|
2018
Q2 | $2.4M | Buy |
13,905
+1,030
| +8% | +$178K | 0.66% | 44 |
|
|
2018
Q1 | $2.62M | Sell |
12,875
-2,265
| -15% | -$460K | 0.72% | 46 |
|
|
2017
Q4 | $2.79M | Sell |
15,140
-40
| -0.3% | -$7.36K | 0.78% | 45 |
|
|
2017
Q3 | $2.81M | Buy |
15,180
+5,230
| +53% | +$968K | 0.84% | 42 |
|
|
2017
Q2 | $1.41M | Sell |
9,950
-2,200
| -18% | -$311K | 0.46% | 66 |
|
|
2017
Q1 | $1.56M | Buy |
+12,150
| New | +$1.56M | 0.53% | 62 |
|