Qsemble Capital 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	$2.87M	Buy	+29,470	New	+$2.87M	0.28%	120
2024 Q4	–	Sell	-3,270	Closed	-$267K	–	467
2024 Q3	$267K	Buy	+3,270	New	+$267K	0.05%	322
2024 Q1	–	Sell	-4,740	Closed	-$371K	–	481
2023 Q4	$371K	Buy	+4,740	New	+$371K	0.09%	272