One Wealth Advisors’s Lam Research LRCX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,780
| Closed | -$228K | – | 273 |
|
|
2024
Q3 | $228K | Hold |
2,780
| – | – | 0.03% | 237 |
|
|
2024
Q2 | $225K | Buy |
+2,780
| New | +$225K | 0.05% | 207 |
|
|
2023
Q1 | – | Sell |
-460
| Closed | -$19.3K | – | 430 |
|
|
2022
Q4 | $19.3K | Sell |
460
-5,170
| -92% | -$217K | ﹤0.01% | 535 |
|
|
2022
Q3 | $206K | Buy |
+5,630
| New | +$206K | 0.07% | 167 |
|
|
2019
Q2 | – | Sell |
-4,790
| Closed | -$86K | – | 323 |
|
|
2019
Q1 | $86K | Buy |
+4,790
| New | +$86K | 0.07% | 192 |
|
|
2018
Q4 | – | Sell |
-18,110
| Closed | -$275K | – | 314 |
|
|
2018
Q3 | $275K | Sell |
18,110
-2,500
| -12% | -$38K | 0.21% | 96 |
|
|
2018
Q2 | $356K | Sell |
20,610
-540
| -3% | -$9.33K | 0.28% | 62 |
|
|
2018
Q1 | $430K | Buy |
21,150
+90
| +0.4% | +$1.83K | 0.38% | 32 |
|
|
2017
Q4 | $388K | Buy |
+21,060
| New | +$388K | 0.32% | 45 |
|