RSWM
Robertson Stephens Wealth Management’s Lam Research LRCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Sell |
11,898
-17,011
| -59% | -$1.66M | 0.04% | 247 |
|
|
2025
Q1 | $2.11M | Buy |
28,909
+16
| +0.1% | +$1.17K | 0.07% | 182 |
|
|
2024
Q4 | $2.09M | Buy |
28,893
+25,751
| +820% | -$183K | 0.07% | 192 |
|
|
2024
Q3 | $2.57M | Buy |
3,142
+71
| +2% | +$58.1K | 0.09% | 168 |
|
|
2024
Q2 | $3.28M | Buy |
3,071
+151
| +5% | +$161K | 0.16% | 110 |
|
|
2024
Q1 | $2.84M | Buy |
2,920
+586
| +25% | +$571K | 0.15% | 115 |
|
|
2023
Q4 | $1.83M | Buy |
2,334
+462
| +25% | +$363K | 0.11% | 150 |
|
|
2023
Q3 | $1.18M | Buy |
1,872
+282
| +18% | +$177K | 0.08% | 192 |
|
|
2023
Q2 | $1.02M | Sell |
1,590
-51
| -3% | -$32.9K | 0.07% | 189 |
|
|
2023
Q1 | $873K | Buy |
1,641
+3
| +0.2% | +$1.6K | 0.07% | 212 |
|
|
2022
Q4 | $691K | Sell |
1,638
-700
| -30% | -$295K | 0.07% | 212 |
|
|
2022
Q3 | $859K | Sell |
2,338
-190
| -8% | -$69.8K | 0.09% | 167 |
|
|
2022
Q2 | $1.08M | Sell |
2,528
-361
| -12% | -$154K | 0.1% | 152 |
|
|
2022
Q1 | $1.56M | Sell |
2,889
-148
| -5% | -$79.8K | 0.13% | 140 |
|
|
2021
Q4 | $2.19M | Buy |
3,037
+1,704
| +128% | +$1.23M | 0.18% | 103 |
|
|
2021
Q3 | $760K | Sell |
1,333
-1
| -0.1% | -$570 | 0.09% | 147 |
|
|
2021
Q2 | $869K | Sell |
1,334
-5
| -0.4% | -$3.26K | 0.1% | 144 |
|
|
2021
Q1 | $798K | Buy |
+1,339
| New | +$798K | 0.13% | 124 |
|