MAM
MWA Asset Management’s Lam Research LRCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.87M | Buy |
29,492
+6,187
| +27% | +$602K | 1.76% | 18 |
|
|
2025
Q1 | $1.69M | Buy |
23,305
+5,484
| +31% | +$399K | 1.18% | 26 |
|
|
2024
Q4 | $1.29M | Buy |
17,821
+16,115
| +945% | +$1.16M | 0.86% | 37 |
|
|
2024
Q3 | $1.39M | Sell |
1,706
-17
| -1% | -$13.9K | 0.93% | 32 |
|
|
2024
Q2 | $1.84M | Sell |
1,723
-27
| -2% | -$28.8K | 1.31% | 25 |
|
|
2024
Q1 | $1.7M | Sell |
1,750
-55
| -3% | -$53.5K | 1.23% | 28 |
|
|
2023
Q4 | $1.41M | Buy |
1,805
+64
| +4% | +$50.1K | 1.17% | 29 |
|
|
2023
Q3 | $1.09M | Buy |
+1,741
| New | +$1.09M | 1.05% | 28 |
|