PWMAG
Pinnacle Wealth Management Advisory Group’s Lam Research LRCX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.57M | Buy |
26,393
+245
| +0.9% | +$23.8K | 0.21% | 91 |
|
2025
Q1 | $1.9M | Buy |
26,148
+5,835
| +29% | +$424K | 0.18% | 98 |
|
2024
Q4 | $1.47M | Buy |
20,313
+17,442
| +608% | +$1.26M | 0.14% | 109 |
|
2024
Q3 | $2.34M | Buy |
2,871
+48
| +2% | +$39.2K | 0.22% | 87 |
|
2024
Q2 | $3.01M | Buy |
2,823
+1,733
| +159% | +$1.85M | 0.31% | 74 |
|
2024
Q1 | $1.06M | Sell |
1,090
-10
| -0.9% | -$9.72K | 0.11% | 122 |
|
2023
Q4 | $862K | Sell |
1,100
-19
| -2% | -$14.9K | 0.1% | 133 |
|
2023
Q3 | $701K | Sell |
1,119
-112
| -9% | -$70.2K | 0.09% | 137 |
|
2023
Q2 | $791K | Buy |
1,231
+92
| +8% | +$59.1K | 0.1% | 136 |
|
2023
Q1 | $604K | Buy |
1,139
+158
| +16% | +$83.8K | 0.08% | 163 |
|
2022
Q4 | $412K | Buy |
981
+90
| +10% | +$37.8K | 0.06% | 186 |
|
2022
Q3 | $326K | Buy |
891
+90
| +11% | +$32.9K | 0.05% | 207 |
|
2022
Q2 | $341K | Buy |
801
+356
| +80% | +$152K | 0.06% | 210 |
|
2022
Q1 | $239K | Buy |
+445
| New | +$239K | 0.03% | 252 |
|
2018
Q3 | – | Sell |
-2,900
| Closed | -$501K | – | 161 |
|
2018
Q2 | $501K | Buy |
2,900
+220
| +8% | +$38K | 0.27% | 91 |
|
2018
Q1 | $544K | Buy |
+2,680
| New | +$544K | 0.31% | 86 |
|