PWP
Precedent Wealth Partners’s Lam Research LRCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.17M | Buy |
32,568
+3,811
| +13% | +$371K | 0.78% | 33 |
|
|
2025
Q1 | $2.09M | Buy |
28,757
+3,094
| +12% | +$225K | 0.58% | 50 |
|
|
2024
Q4 | $1.85M | Buy |
+25,663
| New | +$1.85M | 0.6% | 40 |
|
|
2024
Q3 | – | Sell |
-2,267
| Closed | -$2.41M | – | 145 |
|
|
2024
Q2 | $2.41M | Sell |
2,267
-17
| -0.7% | -$18.1K | 0.97% | 26 |
|
|
2024
Q1 | $2.22M | Buy |
2,284
+100
| +5% | +$97.2K | 0.95% | 25 |
|
|
2023
Q4 | $1.71M | Buy |
+2,184
| New | +$1.71M | 0.87% | 24 |
|