OWA
Outlook Wealth Advisors’s Lam Research LRCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $913K | Sell |
9,377
-279
| -3% | -$27.2K | 0.23% | 85 |
|
|
2025
Q1 | $702K | Buy |
9,656
+3,003
| +45% | +$218K | 0.2% | 101 |
|
|
2024
Q4 | $481K | Buy |
6,653
+6,178
| +1,301% | +$446K | 0.14% | 142 |
|
|
2024
Q3 | $388K | Buy |
475
+47
| +11% | +$38.4K | 0.11% | 165 |
|
|
2024
Q2 | $456K | Sell |
428
-101
| -19% | -$108K | 0.14% | 144 |
|
|
2024
Q1 | $514K | Buy |
529
+77
| +17% | +$74.8K | 0.16% | 135 |
|
|
2023
Q4 | $354K | Buy |
452
+68
| +18% | +$53.3K | 0.12% | 153 |
|
|
2023
Q3 | $241K | Buy |
+384
| New | +$241K | 0.09% | 180 |
|
|
2023
Q1 | – | Sell |
-1,458
| Closed | -$613K | – | 191 |
|
|
2022
Q4 | $613K | Sell |
1,458
-26
| -2% | -$10.9K | 0.29% | 94 |
|
|
2022
Q3 | $543K | Sell |
1,484
-184
| -11% | -$67.3K | 0.24% | 102 |
|
|
2022
Q2 | $711K | Buy |
1,668
+53
| +3% | +$22.6K | 0.29% | 89 |
|
|
2022
Q1 | $867K | Buy |
1,615
+22
| +1% | +$11.8K | 0.29% | 82 |
|
|
2021
Q4 | $1.15M | Buy |
1,593
+49
| +3% | +$35.2K | 0.34% | 63 |
|
|
2021
Q3 | $879K | Buy |
1,544
+59
| +4% | +$33.6K | 0.29% | 88 |
|
|
2021
Q2 | $966K | Buy |
1,485
+103
| +7% | +$67K | 0.31% | 82 |
|
|
2021
Q1 | $822K | Sell |
1,382
-722
| -34% | -$429K | 0.29% | 81 |
|
|
2020
Q4 | $994K | Buy |
2,104
+12
| +0.6% | +$5.67K | 0.36% | 68 |
|
|
2020
Q3 | $694K | Buy |
2,092
+86
| +4% | +$28.5K | 0.28% | 80 |
|
|
2020
Q2 | $649K | Buy |
2,006
+97
| +5% | +$31.4K | 0.28% | 77 |
|
|
2020
Q1 | $458K | Buy |
1,909
+153
| +9% | +$36.7K | 0.26% | 79 |
|
|
2019
Q4 | $514K | Sell |
1,756
-544
| -24% | -$159K | 0.29% | 57 |
|
|
2019
Q3 | $532K | Buy |
2,300
+37
| +2% | +$8.56K | 0.32% | 67 |
|
|
2019
Q2 | $425K | Buy |
2,263
+146
| +7% | +$27.4K | 0.28% | 91 |
|
|
2019
Q1 | $379K | Buy |
2,117
+1,756
| +486% | +$314K | 0.31% | 81 |
|
|
2018
Q4 | $491K | Buy |
+361
| New | +$491K | 0.22% | 116 |
|