Phraction 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
$2.2M Hold
22,554
0.7% 32
2025
Q1
$1.64M Buy
22,554
+9,240
+69% +$672K 0.55% 33
2024
Q4
$962K Buy
13,314
+434
+3% +$31.3K 0.34% 38
2024
Q3
$1.05M Hold
12,880
0.37% 33
2024
Q2
$1.37M Hold
12,880
0.5% 29
2024
Q1
$1.25M Sell
12,880
-440
-3% -$42.7K 0.48% 31
2023
Q4
$1.04M Sell
13,320
-2,190
-14% -$172K 0.43% 29
2023
Q3
$972K Sell
15,510
-1,240
-7% -$77.7K 0.46% 30
2023
Q2
$1.08M Sell
16,750
-2,780
-14% -$179K 0.53% 29
2023
Q1
$1.04M Buy
19,530
+90
+0.5% +$4.77K 0.59% 28
2022
Q4
$817K Hold
19,440
0.54% 30
2022
Q3
$712K Sell
19,440
-3,950
-17% -$145K 0.54% 33
2022
Q2
$997K Sell
23,390
-5,000
-18% -$213K 0.66% 37
2022
Q1
$1.53M Buy
+28,390
New +$1.53M 0.88% 37