Pinnacle Wealth Planning Services’s Lam Research LRCX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,701
| Closed | -$267K | – | 420 |
|
|
2024
Q4 | $267K | Sell |
3,701
-3,489
| -49% | -$252K | 0.04% | 282 |
|
|
2024
Q3 | $587K | Buy |
7,190
+20
| +0.3% | +$1.63K | 0.08% | 163 |
|
|
2024
Q2 | $763K | Sell |
7,170
-20
| -0.3% | -$2.13K | 0.11% | 118 |
|
|
2024
Q1 | $699K | Sell |
7,190
-2,550
| -26% | -$248K | 0.1% | 132 |
|
|
2023
Q4 | $763K | Sell |
9,740
-20
| -0.2% | -$1.57K | 0.12% | 117 |
|
|
2023
Q3 | $612K | Sell |
9,760
-20
| -0.2% | -$1.25K | 0.1% | 131 |
|
|
2023
Q2 | $629K | Sell |
9,780
-360
| -4% | -$23.1K | 0.1% | 134 |
|
|
2023
Q1 | $538K | Sell |
10,140
-90
| -0.9% | -$4.77K | 0.09% | 162 |
|
|
2022
Q4 | $430K | Buy |
10,230
+2,320
| +29% | +$97.5K | 0.08% | 192 |
|
|
2022
Q3 | $289K | Sell |
7,910
-3,710
| -32% | -$136K | 0.05% | 245 |
|
|
2022
Q2 | $495K | Buy |
11,620
+3,870
| +50% | +$165K | 0.09% | 156 |
|
|
2022
Q1 | $417K | Buy |
7,750
+2,010
| +35% | +$108K | 0.08% | 196 |
|
|
2021
Q4 | $413K | Buy |
5,740
+100
| +2% | +$7.2K | 0.08% | 198 |
|
|
2021
Q3 | $321K | Buy |
5,640
+40
| +0.7% | +$2.28K | 0.07% | 227 |
|
|
2021
Q2 | $364K | Buy |
5,600
+30
| +0.5% | +$1.95K | 0.08% | 192 |
|
|
2021
Q1 | $332K | Buy |
5,570
+1,430
| +35% | +$85.2K | 0.09% | 202 |
|
|
2020
Q4 | $196K | Buy |
+4,140
| New | +$196K | 0.05% | 284 |
|