OWM
OneAscent Wealth Management’s Lam Research LRCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $313K | Buy |
+3,212
| New | +$313K | 0.12% | 111 |
|
|
2024
Q1 | – | Sell |
-589
| Closed | -$463K | – | 189 |
|
|
2023
Q4 | $463K | Sell |
589
-63
| -10% | -$49.5K | 0.18% | 64 |
|
|
2023
Q3 | $410K | Buy |
+652
| New | +$410K | 0.18% | 74 |
|
|
2022
Q2 | – | Sell |
-470
| Closed | -$253K | – | 212 |
|
|
2022
Q1 | $253K | Buy |
+470
| New | +$253K | 0.13% | 162 |
|
|
2021
Q1 | $1.81M | Sell |
3,035
-67
| -2% | -$39.9K | 0.77% | 14 |
|
|
2020
Q4 | $1.47M | Buy |
+3,102
| New | +$1.47M | 0.67% | 17 |
|