MV Capital 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
$3.25M Sell
33,373
-947
-3% -$92.2K 0.33% 51
2025
Q1
$2.5M Buy
34,320
+1,708
+5% +$124K 0.27% 69
2024
Q4
$2.36M Buy
32,612
+662
+2% +$47.8K 0.25% 72
2024
Q3
$2.61M Buy
31,950
+1,450
+5% +$118K 0.28% 70
2024
Q2
$3.25M Buy
30,500
+290
+1% +$30.9K 0.37% 51
2024
Q1
$2.94M Sell
30,210
-8,550
-22% -$831K 0.34% 56
2023
Q4
$3.04M Buy
38,760
+260
+0.7% +$20.4K 0.38% 43
2023
Q3
$2.41M Buy
38,500
+680
+2% +$42.6K 0.32% 51
2023
Q2
$2.43M Buy
37,820
+1,620
+4% +$104K 0.32% 45
2023
Q1
$1.92M Buy
36,200
+430
+1% +$22.8K 0.27% 60
2022
Q4
$1.5M Buy
35,770
+150
+0.4% +$6.3K 0.23% 64
2022
Q3
$1.3M Buy
35,620
+6,850
+24% +$251K 0.22% 63
2022
Q2
$1.23M Sell
28,770
-130
-0.4% -$5.54K 0.21% 71
2022
Q1
$1.55M Buy
28,900
+290
+1% +$15.6K 0.23% 71
2021
Q4
$2.06M Buy
28,610
+670
+2% +$48.2K 0.3% 58
2021
Q3
$1.59M Buy
27,940
+1,730
+7% +$98.5K 0.26% 66
2021
Q2
$1.71M Buy
26,210
+26,140
+37,343% +$1.7M 0.29% 62
2021
Q1
$4K Buy
70
+30
+75% +$1.71K ﹤0.01% 278
2020
Q4
$2K Hold
40
﹤0.01% 286
2020
Q3
$1K Hold
40
﹤0.01% 265
2020
Q2
$1K Buy
+40
New +$1K ﹤0.01% 270
2020
Q1
Sell
-140
Closed -$4K 364
2019
Q4
$4K Hold
140
﹤0.01% 302
2019
Q3
$3K Hold
140
﹤0.01% 316
2019
Q2
$3K Buy
140
+60
+75% +$1.29K ﹤0.01% 302
2019
Q1
$1K Buy
+80
New +$1K ﹤0.01% 342
2018
Q4
Sell
-300
Closed -$5K 341
2018
Q3
$5K Sell
300
-60
-17% -$1K ﹤0.01% 304
2018
Q2
$6K Sell
360
-60
-14% -$1K ﹤0.01% 291
2018
Q1
$9K Hold
420
﹤0.01% 251
2017
Q4
$8K Buy
420
+180
+75% +$3.43K ﹤0.01% 272
2017
Q3
$4K Hold
240
﹤0.01% 309
2017
Q2
$3K Buy
+240
New +$3K ﹤0.01% 317