QWP
Quotient Wealth Partners’s Lam Research LRCX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $529K | Buy |
5,437
+114
| +2% | +$11.1K | 0.02% | 179 |
|
2025
Q1 | $387K | Buy |
5,323
+1,036
| +24% | +$75.3K | 0.01% | 218 |
|
2024
Q4 | $310K | Buy |
+4,287
| New | +$310K | 0.01% | 239 |
|
2024
Q3 | – | Sell |
-479
| Closed | -$510K | – | 321 |
|
2024
Q2 | $510K | Buy |
479
+33
| +7% | +$35.2K | 0.02% | 170 |
|
2024
Q1 | $433K | Buy |
446
+25
| +6% | +$24.3K | 0.02% | 188 |
|
2023
Q4 | $330K | Buy |
+421
| New | +$330K | 0.01% | 212 |
|