Pallas Capital Advisors’s Lam Research LRCX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$693K Buy
7,120
+185
+3% +$18K 0.03% 415
2025
Q1
$504K Buy
+6,935
New +$504K 0.02% 462
2024
Q3
Sell
-3,990
Closed -$380K 621
2024
Q2
$380K Buy
+3,990
New +$380K 0.02% 365
2022
Q4
Sell
-137,110
Closed -$5.39M 282
2022
Q3
$5.39M Buy
137,110
+6,380
+5% +$251K 0.6% 51
2022
Q2
$6.07M Buy
130,730
+2,450
+2% +$114K 0.83% 31
2022
Q1
$5.85M Buy
128,280
+8,860
+7% +$404K 0.75% 38
2021
Q4
$7.24M Buy
119,420
+4,500
+4% +$273K 0.88% 30
2021
Q3
$6.68M Sell
114,920
-8,300
-7% -$483K 0.73% 28
2021
Q2
$8.01M Buy
123,220
+9,720
+9% +$632K 1.12% 13
2021
Q1
$6.66M Buy
+113,500
New +$6.66M 1.48% 8