Progressive Investment Management’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	$4.11M	Sell	42,213 -368	-0.9%	-$35.8K	1.05%	27
2025 Q1	$3.1M	Buy	42,581 +156	+0.4%	+$11.3K	0.87%	30
2024 Q4	$3.06M	Sell	42,425 -1,315	-3%	-$95K	0.79%	32
2024 Q3	$3.57M	Sell	43,740 -80	-0.2%	-$6.53K	0.92%	31
2024 Q2	$4.67M	Buy	+43,820	New	+$4.67M	1.24%	27