Rockefeller Financial Services’s Lam Research LRCX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $304K | Hold |
16,500
| – | – | ﹤0.01% | 313 |
|
|
2017
Q3 | $305K | Buy |
16,500
+10,000
| +154% | +$185K | 0.01% | 302 |
|
|
2017
Q2 | $92K | Hold |
6,500
| – | – | ﹤0.01% | 345 |
|
|
2017
Q1 | $83K | Hold |
6,500
| – | – | ﹤0.01% | 370 |
|
|
2016
Q4 | $69K | Hold |
6,500
| – | – | ﹤0.01% | 403 |
|
|
2016
Q3 | $62K | Hold |
6,500
| – | – | ﹤0.01% | 382 |
|
|
2016
Q2 | $55K | Hold |
6,500
| – | – | ﹤0.01% | 394 |
|
|
2016
Q1 | $54K | Hold |
6,500
| – | – | ﹤0.01% | 420 |
|
|
2015
Q4 | $52K | Hold |
6,500
| – | – | ﹤0.01% | 429 |
|
|
2015
Q3 | $42K | Hold |
6,500
| – | – | ﹤0.01% | 424 |
|
|
2015
Q2 | $53K | Hold |
6,500
| – | – | ﹤0.01% | 392 |
|
|
2015
Q1 | $46K | Sell |
6,500
-2,600
| -29% | -$18.4K | ﹤0.01% | 425 |
|
|
2014
Q4 | $72K | Buy |
9,100
+2,600
| +40% | +$20.6K | ﹤0.01% | 374 |
|
|
2014
Q3 | $49K | Hold |
6,500
| – | – | ﹤0.01% | 405 |
|
|
2014
Q2 | $44K | Hold |
6,500
| – | – | ﹤0.01% | 417 |
|
|
2014
Q1 | $36K | Hold |
6,500
| – | – | ﹤0.01% | 442 |
|
|
2013
Q4 | $35K | Hold |
6,500
| – | – | ﹤0.01% | 426 |
|
|
2013
Q3 | $33K | Hold |
6,500
| – | – | ﹤0.01% | 433 |
|
|
2013
Q2 | $29K | Buy |
+6,500
| New | +$29K | ﹤0.01% | 435 |
|