Murphy Capital Management’s Lam Research LRCX Stock Holding History

Murphy Capital Management’s Portfolio LRCX Stock Details LRCX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q2	$703K	Hold	16,500	–	–	0.1%	121
2022 Q1	$887K	Sell	16,500 -2,400	-13%	-$129K	0.1%	118
2021 Q4	$1.36M	Hold	18,900	–	–	0.15%	103
2021 Q3	$1.08M	Sell	18,900 -1,500	-7%	-$85.3K	0.13%	111
2021 Q2	$1.33M	Buy	20,400 +150	+0.7%	+$9.76K	0.15%	105
2021 Q1	$1.21M	Sell	20,250 -1,750	-8%	-$104K	0.15%	107
2020 Q4	$1.04M	Sell	22,000 -5,000	-19%	-$236K	0.14%	108
2020 Q3	$895K	Sell	27,000 -4,000	-13%	-$133K	0.13%	110
2020 Q2	$1M	Sell	31,000 -4,000	-11%	-$129K	0.16%	106
2020 Q1	$840K	Sell	35,000 -5,500	-14%	-$132K	0.16%	106
2019 Q4	$1.18M	Sell	40,500 -1,000	-2%	-$29.2K	0.17%	113
2019 Q3	$959K	Sell	41,500 -2,000	-5%	-$46.2K	0.14%	122
2019 Q2	$817K	Sell	43,500 -1,500	-3%	-$28.2K	0.12%	131
2019 Q1	$805K	Sell	45,000 -2,500	-5%	-$44.7K	0.12%	135
2018 Q4	$646K	Sell	47,500 -1,500	-3%	-$20.4K	0.11%	141
2018 Q3	$743K	Sell	49,000 -16,500	-25%	-$250K	0.1%	148
2018 Q2	$1.13M	Buy	65,500 +2,500	+4%	+$43.2K	0.16%	124
2018 Q1	$1.28M	Sell	63,000 -2,000	-3%	-$40.6K	0.18%	121
2017 Q4	$1.2M	Sell	65,000 -7,500	-10%	-$138K	0.16%	121
2017 Q3	$1.34M	Hold	72,500	–	–	0.19%	120
2017 Q2	$1.03M	Buy	72,500 +12,500	+21%	+$177K	0.15%	132
2017 Q1	$770K	Sell	60,000 -5,000	-8%	-$64.2K	0.11%	146
2016 Q4	$687K	Sell	65,000 -5,000	-7%	-$52.8K	0.11%	150
2016 Q3	$662K	Sell	70,000 -4,000	-5%	-$37.8K	0.1%	166
2016 Q2	$622K	Buy	74,000 +24,750	+50%	+$208K	0.1%	178
2016 Q1	$406K	Sell	49,250 -9,750	-17%	-$80.4K	0.06%	206
2015 Q4	$468K	Buy	59,000 +15,000	+34%	+$119K	0.07%	196
2015 Q3	$287K	Sell	44,000 -24,500	-36%	-$160K	0.05%	243
2015 Q2	$557K	Buy	68,500 +6,000	+10%	+$48.8K	0.08%	200
2015 Q1	$438K	Buy	62,500 +4,500	+8%	+$31.5K	0.06%	218
2014 Q4	$460K	Sell	58,000 -2,500	-4%	-$19.8K	0.07%	214
2014 Q3	$451K	Buy	+60,500	New	+$451K	0.07%	218