Oakmont Corp’s Lam Research LRCX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q2
Sell
-2,476,960
Closed -$50.3M 20
2018
Q1
$50.3M Hold
2,476,960
6.54% 7
2017
Q4
$45.6M Sell
2,476,960
-16,730
-0.7% -$308K 6.71% 8
2017
Q3
$46.1M Buy
2,493,690
+92,090
+4% +$1.7M 7.8% 8
2017
Q2
$34M Buy
+2,401,600
New +$34M 6.47% 8