OCPWS
One Charles Private Wealth Services’s Lam Research LRCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.74M | Buy |
17,900
+13,900
| +348% | +$1.35M | 0.49% | 35 |
|
|
2025
Q1 | $291K | Hold |
4,000
| – | – | 0.09% | 112 |
|
|
2024
Q4 | $289K | Buy |
4,000
+3,576
| +843% | +$258K | 0.1% | 110 |
|
|
2024
Q3 | $346K | Sell |
424
-12
| -3% | -$9.79K | 0.13% | 103 |
|
|
2024
Q2 | $464K | Sell |
436
-30
| -6% | -$31.9K | 0.19% | 81 |
|
|
2024
Q1 | $453K | Sell |
466
-63
| -12% | -$61.2K | 0.2% | 82 |
|
|
2023
Q4 | $414K | Hold |
529
| – | – | 0.22% | 82 |
|
|
2023
Q3 | $332K | Hold |
529
| – | – | 0.19% | 81 |
|
|
2023
Q2 | $340K | Hold |
529
| – | – | 0.2% | 84 |
|
|
2023
Q1 | $280K | Hold |
529
| – | – | 0.17% | 99 |
|
|
2022
Q4 | $222K | Buy |
+529
| New | +$222K | 0.14% | 107 |
|
|
2022
Q3 | – | Sell |
-529
| Closed | -$218K | – | 119 |
|
|
2022
Q2 | $218K | Buy |
529
+23
| +5% | +$9.48K | 0.15% | 108 |
|
|
2022
Q1 | $272K | Buy |
506
+42
| +9% | +$22.6K | 0.17% | 94 |
|
|
2021
Q4 | $334K | Buy |
464
+2
| +0.4% | +$1.44K | 0.19% | 82 |
|
|
2021
Q3 | $263K | Sell |
462
-3
| -0.6% | -$1.71K | 0.15% | 98 |
|
|
2021
Q2 | $303K | Buy |
+465
| New | +$303K | 0.2% | 80 |
|
|
2020
Q3 | – | Sell |
-542
| Closed | -$204K | – | 60 |
|
|
2020
Q2 | $204K | Buy |
+542
| New | +$204K | 0.11% | 89 |
|