RPWA
Regent Peak Wealth Advisors’s Lam Research LRCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $223K | Sell |
3,071
-35
| -1% | -$2.55K | 0.05% | 151 |
|
|
2024
Q4 | $224K | Buy |
+3,106
| New | +$224K | 0.05% | 149 |
|
|
2024
Q3 | – | Sell |
-282
| Closed | -$300K | – | 182 |
|
|
2024
Q2 | $300K | Buy |
282
+6
| +2% | +$6.39K | 0.07% | 120 |
|
|
2024
Q1 | $268K | Sell |
276
-3
| -1% | -$2.92K | 0.07% | 130 |
|
|
2023
Q4 | $219K | Buy |
+279
| New | +$219K | 0.06% | 146 |
|
|
2021
Q1 | – | Sell |
-197
| Closed | -$93K | – | 613 |
|
|
2020
Q4 | $93K | Buy |
+197
| New | +$93K | 0.03% | 228 |
|