Mount Yale Investment Advisors’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 | $168K | Sell |
1,722
-44,899
| -96% | -$4.37M | 0.01% | 570 |
|
|
2025
Q1 | $3.39M | Sell |
46,621
-2,941
| -6% | -$214K | 0.29% | 70 |
|
|
2024
Q4 | $3.58M | Buy |
+49,562
| New | +$3.58M | 0.29% | 67 |
|
|
2024
Q3 | – | Sell |
-2,620
| Closed | -$279K | – | 567 |
|
|
2024
Q2 | $279K | Sell |
2,620
-420
| -14% | -$44.7K | 0.02% | 453 |
|
|
2024
Q1 | $295K | Sell |
3,040
-1,220
| -29% | -$118K | 0.02% | 453 |
|
|
2023
Q4 | $333K | Sell |
4,260
-60
| -1% | -$4.7K | 0.03% | 397 |
|
|
2023
Q3 | $271K | Sell |
4,320
-610
| -12% | -$38.2K | 0.03% | 410 |
|
|
2023
Q2 | $317K | Buy |
4,930
+10
| +0.2% | +$642 | 0.03% | 378 |
|
|
2023
Q1 | $261K | Sell |
4,920
-23,130
| -82% | -$1.23M | 0.03% | 412 |
|
|
2022
Q4 | $1.18M | Buy |
28,050
+2,580
| +10% | +$108K | 0.13% | 157 |
|
|
2022
Q3 | $932K | Buy |
25,470
+80
| +0.3% | +$2.93K | 0.12% | 175 |
|
|
2022
Q2 | $1.08M | Buy |
25,390
+940
| +4% | +$40.1K | 0.14% | 162 |
|
|
2022
Q1 | $1.31M | Buy |
24,450
+910
| +4% | +$48.9K | 0.14% | 158 |
|
|
2021
Q4 | $1.69M | Sell |
23,540
-2,140
| -8% | -$154K | 0.18% | 127 |
|
|
2021
Q3 | $1.46M | Sell |
25,680
-107,160
| -81% | -$6.1M | 0.17% | 138 |
|
|
2021
Q2 | $8.64M | Sell |
132,840
-7,490
| -5% | -$487K | 1.05% | 10 |
|
|
2021
Q1 | $8.35M | Sell |
140,330
-14,390
| -9% | -$857K | 1.09% | 8 |
|
|
2020
Q4 | $7.31M | Sell |
154,720
-28,860
| -16% | -$1.36M | 1.03% | 8 |
|
|
2020
Q3 | $6.09M | Sell |
183,580
-20,270
| -10% | -$672K | 0.87% | 11 |
|
|
2020
Q2 | $6.59M | Sell |
203,850
-91,890
| -31% | -$2.97M | 1.18% | 11 |
|
|
2020
Q1 | $7.1M | Sell |
295,740
-5,290
| -2% | -$127K | 1.6% | 10 |
|
|
2019
Q4 | $8.98M | Sell |
301,030
-36,210
| -11% | -$1.08M | 1.56% | 7 |
|
|
2019
Q3 | $9.11M | Sell |
337,240
-75,890
| -18% | -$2.05M | 1.63% | 8 |
|
|
2019
Q2 | $8.12M | Sell |
413,130
-33,710
| -8% | -$662K | 1.5% | 10 |
|
|
2019
Q1 | $8M | Sell |
446,840
-1,040
| -0.2% | -$18.6K | 1.5% | 13 |
|
|
2018
Q4 | $7.88M | Sell |
447,880
-57,480
| -11% | -$1.01M | 1.6% | 10 |
|
|
2018
Q3 | $7.67M | Buy |
505,360
+483,030
| +2,163% | +$7.33M | 1.34% | 15 |
|
|
2018
Q2 | $386K | Buy |
22,330
+19,850
| +800% | +$343K | 0.07% | 218 |
|
|
2018
Q1 | $50K | Buy |
+2,480
| New | +$50K | 0.01% | 617 |
|