OIA
Optimum Investment Advisors’s Lam Research LRCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $944K | Buy |
9,700
+450
| +5% | +$43.8K | 0.41% | 54 |
|
|
2025
Q1 | $672K | Sell |
9,250
-30
| -0.3% | -$2.18K | 0.32% | 71 |
|
|
2024
Q4 | $670K | Buy |
9,280
+8,352
| +900% | +$603K | 0.3% | 67 |
|
|
2024
Q3 | $757K | Sell |
928
-10
| -1% | -$8.16K | 0.33% | 66 |
|
|
2024
Q2 | $999K | Buy |
938
+13
| +1% | +$13.8K | 0.45% | 46 |
|
|
2024
Q1 | $899K | Hold |
925
| – | – | 0.41% | 58 |
|
|
2023
Q4 | $725K | Sell |
925
-10
| -1% | -$7.83K | 0.36% | 66 |
|
|
2023
Q3 | $586K | Sell |
935
-10
| -1% | -$6.27K | 0.3% | 82 |
|
|
2023
Q2 | $608K | Sell |
945
-5
| -0.5% | -$3.21K | 0.3% | 81 |
|
|
2023
Q1 | $504K | Sell |
950
-1
| -0.1% | -$530 | 0.26% | 94 |
|
|
2022
Q4 | $400K | Sell |
951
-300
| -24% | -$126K | 0.22% | 110 |
|
|
2022
Q3 | $458K | Buy |
1,251
+1
| +0.1% | +$366 | 0.25% | 95 |
|
|
2022
Q2 | $533K | Sell |
1,250
-200
| -14% | -$85.3K | 0.27% | 87 |
|
|
2022
Q1 | $780K | Buy |
1,450
+50
| +4% | +$26.9K | 0.33% | 67 |
|
|
2021
Q4 | $1.01M | Sell |
1,400
-30
| -2% | -$21.6K | 0.39% | 52 |
|
|
2021
Q3 | $814K | Sell |
1,430
-220
| -13% | -$125K | 0.34% | 67 |
|
|
2021
Q2 | $1.07M | Sell |
1,650
-125
| -7% | -$81.4K | 0.34% | 63 |
|
|
2021
Q1 | $1.06M | Sell |
1,775
-800
| -31% | -$476K | 0.31% | 70 |
|
|
2020
Q4 | $1.22M | Sell |
2,575
-180
| -7% | -$85K | 0.37% | 58 |
|
|
2020
Q3 | $914K | Hold |
2,755
| – | – | 0.31% | 73 |
|
|
2020
Q2 | $891K | Sell |
2,755
-5
| -0.2% | -$1.62K | 0.31% | 74 |
|
|
2020
Q1 | $662K | Sell |
2,760
-300
| -10% | -$72K | 0.27% | 82 |
|
|
2019
Q4 | $895K | Sell |
3,060
-1,200
| -28% | -$351K | 0.27% | 98 |
|
|
2019
Q3 | $985K | Sell |
4,260
-600
| -12% | -$139K | 0.31% | 84 |
|
|
2019
Q2 | $913K | Hold |
4,860
| – | – | 0.3% | 85 |
|
|
2019
Q1 | $870K | Sell |
4,860
-100
| -2% | -$17.9K | 0.29% | 83 |
|
|
2018
Q4 | $675K | Sell |
4,960
-1,425
| -22% | -$194K | 0.23% | 112 |
|
|
2018
Q3 | $969K | Sell |
6,385
-755
| -11% | -$115K | 0.27% | 96 |
|
|
2018
Q2 | $1.23M | Buy |
7,140
+740
| +12% | +$128K | 0.36% | 72 |
|
|
2018
Q1 | $1.3M | Buy |
6,400
+1,355
| +27% | +$275K | 0.38% | 67 |
|
|
2017
Q4 | $929K | Buy |
5,045
+600
| +13% | +$110K | 0.3% | 98 |
|
|
2017
Q3 | $823K | Buy |
4,445
+150
| +3% | +$27.8K | 0.28% | 107 |
|
|
2017
Q2 | $607K | Buy |
4,295
+450
| +12% | +$63.6K | 0.21% | 141 |
|
|
2017
Q1 | $494K | Hold |
3,845
| – | – | 0.18% | 157 |
|
|
2016
Q4 | $407K | Hold |
3,845
| – | – | 0.15% | 182 |
|
|
2016
Q3 | $364K | Buy |
3,845
+350
| +10% | +$33.1K | 0.14% | 195 |
|
|
2016
Q2 | $294K | Buy |
3,495
+600
| +21% | +$50.5K | 0.11% | 210 |
|
|
2016
Q1 | $239K | Hold |
2,895
| – | – | 0.09% | 226 |
|
|
2015
Q4 | $230K | Buy |
+2,895
| New | +$230K | 0.09% | 241 |
|
|
2015
Q1 | $243K | Hold |
3,465
| – | – | 0.08% | 257 |
|
|
2014
Q4 | $275K | Hold |
3,465
| – | – | 0.09% | 218 |
|
|
2014
Q3 | $259K | Sell |
3,465
-20
| -0.6% | -$1.5K | 0.09% | 214 |
|
|
2014
Q2 | $235K | Buy |
3,485
+20
| +0.6% | +$1.35K | 0.08% | 237 |
|
|
2014
Q1 | $191K | Sell |
3,465
-600
| -15% | -$33.1K | 0.07% | 228 |
|
|
2013
Q4 | $221K | Buy |
4,065
+400
| +11% | +$21.7K | 0.08% | 203 |
|
|
2013
Q3 | $188K | Buy |
+3,665
| New | +$188K | 0.08% | 205 |
|