Peak Financial Advisors’s Lam Research LRCX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-35,870
Closed -$2.93M 82
2024
Q3
$2.93M Buy
35,870
+6,130
+21% +$500K 1.51% 31
2024
Q2
$3.17M Buy
29,740
+360
+1% +$38.3K 1.82% 13
2024
Q1
$2.85M Sell
29,380
-3,310
-10% -$322K 1.74% 23
2023
Q4
$2.56M Buy
+32,690
New +$2.56M 1.71% 21