RFA
Reilly Financial Advisors’s Lam Research LRCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $23.3M | Sell |
32,400
-980
| -3% | -$705K | 1.73% | 12 |
|
|
2021
Q3 | $19M | Buy |
33,380
+714
| +2% | +$406K | 1.62% | 21 |
|
|
2021
Q2 | $21.3M | Sell |
32,666
-5,517
| -14% | -$3.59M | 1.72% | 14 |
|
|
2021
Q1 | $22.7M | Sell |
38,183
-489
| -1% | -$291K | 2% | 8 |
|
|
2020
Q4 | $18.3M | Buy |
38,672
+231
| +0.6% | +$109K | 1.71% | 15 |
|
|
2020
Q3 | $12.8M | Buy |
38,441
+792
| +2% | +$263K | 1.37% | 27 |
|
|
2020
Q2 | $12.2M | Buy |
37,649
+810
| +2% | +$262K | 1.44% | 28 |
|
|
2020
Q1 | $8.84M | Sell |
36,839
-29
| -0.1% | -$6.96K | 1.28% | 34 |
|
|
2019
Q4 | $10.8M | Sell |
36,868
-12,252
| -25% | -$3.58M | 1.23% | 43 |
|
|
2019
Q3 | $11.4M | Buy |
49,120
+508
| +1% | +$117K | 1.39% | 29 |
|
|
2019
Q2 | $9.13M | Sell |
48,612
-2,003
| -4% | -$376K | 1.14% | 48 |
|
|
2019
Q1 | $9.06M | Buy |
50,615
+877
| +2% | +$157K | 1.18% | 41 |
|
|
2018
Q4 | $6.77M | Buy |
49,738
+49,438
| +16,479% | +$6.73M | 0.99% | 47 |
|
|
2018
Q3 | $46K | Hold |
300
| – | – | 0.01% | 379 |
|
|
2018
Q2 | $52K | Hold |
300
| – | – | 0.01% | 307 |
|
|
2018
Q1 | $61K | Sell |
300
-403
| -57% | -$81.9K | 0.01% | 275 |
|
|
2017
Q4 | $129K | Hold |
703
| – | – | 0.02% | 199 |
|
|
2017
Q3 | $130K | Hold |
703
| – | – | 0.02% | 188 |
|
|
2017
Q2 | $99K | Hold |
703
| – | – | 0.02% | 212 |
|
|
2017
Q1 | $90K | Hold |
703
| – | – | 0.01% | 217 |
|
|
2016
Q4 | $74K | Buy |
703
+403
| +134% | +$42.4K | 0.01% | 230 |
|
|
2016
Q3 | $28K | Hold |
300
| – | – | 0.01% | 349 |
|
|
2016
Q2 | $25K | Hold |
300
| – | – | ﹤0.01% | 351 |
|
|
2016
Q1 | $25K | Hold |
300
| – | – | ﹤0.01% | 401 |
|
|
2015
Q4 | $24K | Hold |
300
| – | – | ﹤0.01% | 419 |
|
|
2015
Q3 | $20K | Hold |
300
| – | – | ﹤0.01% | 603 |
|
|
2015
Q2 | $24K | Hold |
300
| – | – | ﹤0.01% | 631 |
|
|
2015
Q1 | $21K | Hold |
300
| – | – | ﹤0.01% | 653 |
|
|
2014
Q4 | $24K | Hold |
300
| – | – | 0.01% | 364 |
|
|
2014
Q3 | $22K | Hold |
300
| – | – | 0.01% | 380 |
|
|
2014
Q2 | $21K | Hold |
300
| – | – | 0.01% | 404 |
|
|
2014
Q1 | $17K | Buy |
+300
| New | +$17K | ﹤0.01% | 463 |
|