PharVision Advisers’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	–	Sell	-3,002	Closed	-$218K	–	365
2025 Q1	$218K	Sell	3,002 -1,806	-38%	-$131K	0.3%	173
2024 Q4	$347K	Buy	+4,808	New	+$347K	0.29%	107