Perigon Wealth Management’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
$4.15M Buy
42,589
+723
+2% +$70.4K 0.1% 209
2025
Q1
$3.04M Buy
41,866
+1,055
+3% +$76.7K 0.08% 247
2024
Q4
$3.23M Buy
40,811
+1,841
+5% +$146K 0.08% 231
2024
Q3
$3.18M Sell
38,970
-3,570
-8% -$291K 0.08% 216
2024
Q2
$4.53M Buy
42,540
+640
+2% +$68.2K 0.13% 148
2024
Q1
$4.07M Sell
41,900
-8,190
-16% -$796K 0.12% 162
2023
Q4
$3.92M Buy
50,090
+930
+2% +$72.8K 0.13% 154
2023
Q3
$3.08M Sell
49,160
-160
-0.3% -$10K 0.12% 158
2023
Q2
$3.17M Buy
49,320
+6,770
+16% +$435K 0.12% 158
2023
Q1
$2.26M Sell
42,550
-240
-0.6% -$12.7K 0.13% 168
2022
Q4
$1.8M Buy
42,790
+14,440
+51% +$607K 0.11% 187
2022
Q3
$1.04M Sell
28,350
-22,680
-44% -$830K 0.09% 200
2022
Q2
$2.18M Buy
51,030
+5,490
+12% +$234K 0.18% 117
2022
Q1
$2.45M Buy
45,540
+13,980
+44% +$751K 0.17% 118
2021
Q4
$2.27M Buy
31,560
+4,750
+18% +$342K 0.16% 118
2021
Q3
$1.53M Sell
26,810
-1,770
-6% -$101K 0.13% 145
2021
Q2
$1.86M Buy
28,580
+6,080
+27% +$396K 0.17% 119
2021
Q1
$1.34M Buy
22,500
+5,820
+35% +$347K 0.14% 143
2020
Q4
$788K Buy
16,680
+2,570
+18% +$121K 0.09% 177
2020
Q3
$468K Buy
14,110
+830
+6% +$27.5K 0.07% 235
2020
Q2
$430K Buy
+13,280
New +$430K 0.07% 209