PFA

Pathway Financial Advisors’s Lam Research LRCX Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-7,850	Closed	-$571K	–	156
2025 Q1	$571K	Hold	7,850	–	–	0.1%	85
2024 Q4	$567K	Buy	7,850 +7,059	+892%	+$510K	0.13%	80
2024 Q3	$646K	Buy	791 +6	+0.8%	+$4.9K	0.17%	70
2024 Q2	$836K	Hold	785	–	–	0.23%	52
2024 Q1	$763K	Hold	785	–	–	0.21%	62
2023 Q4	$615K	Hold	785	–	–	0.18%	67
2023 Q3	$492K	Hold	785	–	–	0.17%	66
2023 Q2	$505K	Hold	785	–	–	0.16%	65
2023 Q1	$416K	Hold	785	–	–	0.14%	73
2022 Q4	$330K	Hold	785	–	–	0.1%	86
2022 Q3	$287K	Hold	785	–	–	0.1%	96
2022 Q2	$335K	Hold	785	–	–	0.14%	85
2022 Q1	$422K	Hold	785	–	–	0.16%	73
2021 Q4	$463K	Buy	+785	New	+$463K	0.17%	69
2021 Q1	$595K	Hold	950	–	–	0.23%	49
2020 Q4	$539K	Hold	950	–	–	0.22%	48
2020 Q3	$322K	Hold	950	–	–	0.12%	67
2020 Q2	$307K	Hold	950	–	–	0.09%	67
2020 Q1	$207K	Hold	950	–	–	0.07%	91
2019 Q4	$293K	Hold	950	–	–	0.08%	85
2019 Q3	$259K	Buy	+950	New	+$259K	0.07%	83
2018 Q3	–	Sell	-950	Closed	-$164K	–	249
2018 Q2	$164K	Hold	950	–	–	0.1%	108
2018 Q1	$193K	Hold	950	–	–	0.11%	90
2017 Q4	$175K	Buy	+950	New	+$175K	0.1%	97