Plante Moran Financial Advisors’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 | – | Hold |
0
| – | – | – | 828 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 908 |
|
|
2024
Q3 | – | Sell |
-90
| Closed | -$9.58K | – | 904 |
|
|
2024
Q2 | $9.58K | Sell |
90
-30
| -25% | -$3.2K | ﹤0.01% | 583 |
|
|
2024
Q1 | $11.7K | Sell |
120
-80
| -40% | -$7.77K | ﹤0.01% | 581 |
|
|
2023
Q4 | $15.7K | Buy |
+200
| New | +$15.7K | ﹤0.01% | 491 |
|
|
2023
Q3 | – | Sell |
-40
| Closed | -$2.57K | – | 833 |
|
|
2023
Q2 | $2.57K | Sell |
40
-260
| -87% | -$16.7K | ﹤0.01% | 676 |
|
|
2023
Q1 | $15.9K | Hold |
300
| – | – | ﹤0.01% | 493 |
|
|
2022
Q4 | $12.6K | Sell |
300
-90
| -23% | -$3.78K | ﹤0.01% | 544 |
|
|
2022
Q3 | $14K | Buy |
390
+90
| +30% | +$3.23K | ﹤0.01% | 533 |
|
|
2022
Q2 | $13K | Hold |
300
| – | – | ﹤0.01% | 553 |
|
|
2022
Q1 | $16K | Sell |
300
-260
| -46% | -$13.9K | ﹤0.01% | 535 |
|
|
2021
Q4 | $40K | Buy |
560
+540
| +2,700% | +$38.6K | 0.01% | 410 |
|
|
2021
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 895 |
|
|
2021
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 912 |
|
|
2021
Q1 | $1K | Hold |
20
| – | – | ﹤0.01% | 959 |
|
|
2020
Q4 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 834 |
|
|
2020
Q3 | – | Sell |
-1,760
| Closed | -$57K | – | 900 |
|
|
2020
Q2 | $57K | Buy |
+1,760
| New | +$57K | 0.02% | 277 |
|
|
2017
Q3 | – | Sell |
-500
| Closed | -$7K | – | 840 |
|
|
2017
Q2 | $7K | Buy |
500
+370
| +285% | +$5.18K | ﹤0.01% | 615 |
|
|
2017
Q1 | $2K | Sell |
130
-2,860
| -96% | -$44K | ﹤0.01% | 796 |
|
|
2016
Q4 | $32K | Buy |
2,990
+2,740
| +1,096% | +$29.3K | 0.02% | 401 |
|
|
2016
Q3 | $2K | Sell |
250
-3,050
| -92% | -$24.4K | ﹤0.01% | 838 |
|
|
2016
Q2 | $28K | Buy |
3,300
+3,050
| +1,220% | +$25.9K | 0.02% | 376 |
|
|
2016
Q1 | $2K | Sell |
250
-370
| -60% | -$2.96K | ﹤0.01% | 728 |
|
|
2015
Q4 | $5K | Sell |
620
-1,750
| -74% | -$14.1K | ﹤0.01% | 727 |
|
|
2015
Q3 | $15K | Buy |
+2,370
| New | +$15K | 0.01% | 423 |
|