Regent Peak Wealth Advisors’s Lam Research LRCX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$419K Buy
2025
Q1
$223K Sell
2024
Q4
$224K Buy
2024
Q3
Sell
2024
Q2
$300K Buy
2024
Q1
$268K Sell
2023
Q4
$219K Buy
2021
Q1
Sell
2020
Q4
$93K Buy