PWA
Primoris Wealth Advisors’s Lam Research LRCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.44M | Hold |
35,322
| – | – | 2.35% | 14 |
|
|
2025
Q1 | $2.57M | Buy |
35,322
+50
| +0.1% | +$3.64K | 1.99% | 17 |
|
|
2024
Q4 | $2.55M | Buy |
35,272
+31,745
| +900% | +$2.29M | 1.94% | 16 |
|
|
2024
Q3 | $2.88M | Sell |
3,527
-10
| -0.3% | -$8.16K | 2.09% | 15 |
|
|
2024
Q2 | $3.77M | Hold |
3,537
| – | – | 3.01% | 10 |
|
|
2024
Q1 | $3.44M | Hold |
3,537
| – | – | 2.75% | 10 |
|
|
2023
Q4 | $2.77M | Hold |
3,537
| – | – | 2.61% | 11 |
|
|
2023
Q3 | $2.22M | Hold |
3,537
| – | – | 2.68% | 11 |
|
|
2023
Q2 | $2.27M | Hold |
3,537
| – | – | 2.49% | 15 |
|
|
2023
Q1 | $1.88M | Sell |
3,537
-781
| -18% | -$414K | 2.31% | 17 |
|
|
2022
Q4 | $1.81M | Sell |
4,318
-504
| -10% | -$212K | 2.8% | 11 |
|
|
2022
Q3 | $1.74M | Sell |
4,822
-844
| -15% | -$305K | 3.11% | 8 |
|
|
2022
Q2 | $2.41M | Buy |
5,666
+24
| +0.4% | +$10.2K | 3.47% | 10 |
|
|
2022
Q1 | $3.03M | Sell |
5,642
-35
| -0.6% | -$18.8K | 2.83% | 12 |
|
|
2021
Q4 | $4.08M | Buy |
+5,677
| New | +$4.08M | 3.29% | 8 |
|