OWA
ORBA Wealth Advisors’s Lam Research LRCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $985K | Buy |
10,124
+5,004
| +98% | +$487K | 0.9% | 30 |
|
|
2025
Q1 | $372K | Hold |
5,120
| – | – | 0.19% | 77 |
|
|
2024
Q4 | $370K | Buy |
5,120
+4,608
| +900% | +$333K | 0.19% | 74 |
|
|
2024
Q3 | $418K | Hold |
512
| – | – | 0.21% | 74 |
|
|
2024
Q2 | $545K | Sell |
512
-60
| -10% | -$63.9K | 0.28% | 57 |
|
|
2024
Q1 | $556K | Hold |
572
| – | – | 0.31% | 50 |
|
|
2023
Q4 | $448K | Buy |
+572
| New | +$448K | 0.27% | 57 |
|