PWAG
Polaris Wealth Advisory Group’s Lam Research LRCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-490
| Closed | -$259K | – | 176 |
|
|
2023
Q1 | $259K | Sell |
490
-41,914
| -99% | -$22.2M | 0.02% | 153 |
|
|
2022
Q4 | $19.7M | Sell |
42,404
-34,760
| -45% | -$16.1M | 1.47% | 21 |
|
|
2022
Q3 | $27.1M | Buy |
77,164
+25,298
| +49% | +$8.87M | 2.25% | 12 |
|
|
2022
Q2 | $22.1M | Sell |
51,866
-9,676
| -16% | -$4.12M | 1.77% | 25 |
|
|
2022
Q1 | $31M | Buy |
61,542
+10,075
| +20% | +$5.07M | 2.07% | 20 |
|
|
2021
Q4 | $37M | Buy |
+51,467
| New | +$37M | 2.12% | 11 |
|
|
2021
Q2 | – | Sell |
-34,491
| Closed | -$22.8M | – | 190 |
|
|
2021
Q1 | $22.8M | Sell |
34,491
-14,942
| -30% | -$9.89M | 1.46% | 27 |
|
|
2020
Q4 | $24.8M | Sell |
49,433
-11,744
| -19% | -$5.89M | 1.85% | 14 |
|
|
2020
Q3 | $20.9M | Buy |
61,177
+59,784
| +4,292% | +$20.5M | 1.97% | 12 |
|
|
2020
Q2 | $442K | Buy |
+1,393
| New | +$442K | 0.04% | 109 |
|
|
2019
Q2 | – | Sell |
-6,076
| Closed | -$1.12M | – | 161 |
|
|
2019
Q1 | $1.12M | Buy |
6,076
+3,405
| +127% | +$629K | 0.08% | 100 |
|
|
2018
Q4 | $364K | Buy |
+2,671
| New | +$364K | 0.03% | 113 |
|
|
2017
Q2 | – | Sell |
-176,700
| Closed | -$22.7M | – | 129 |
|
|
2017
Q1 | $22.7M | Sell |
176,700
-5,983
| -3% | -$768K | 2.47% | 7 |
|
|
2016
Q4 | $19.3M | Sell |
182,683
-10,806
| -6% | -$1.14M | 2.24% | 12 |
|
|
2016
Q3 | $18.3M | Buy |
+193,489
| New | +$18.3M | 2.19% | 12 |
|
|
2015
Q3 | – | Sell |
-6,780
| Closed | -$552K | – | 80 |
|
|
2015
Q2 | $552K | Buy |
6,780
+220
| +3% | +$17.9K | 0.11% | 53 |
|
|
2015
Q1 | $461K | Buy |
+6,560
| New | +$461K | 0.08% | 71 |
|