SageView Advisory Group’s Lam Research LRCX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$757K Buy
7,677
+4,767
+164% +$470K 0.03% 282
2025
Q1
$212K Sell
2,910
-1,732
-37% -$126K 0.01% 565
2024
Q4
$335K Sell
4,642
-98
-2% -$7.08K 0.01% 425
2024
Q3
$387K Sell
4,740
-4,250
-47% -$347K 0.02% 339
2024
Q2
$957K Buy
+8,990
New +$957K 0.04% 228
2024
Q1
Sell
-12,350
Closed -$1.03M 674
2023
Q4
$1.03M Buy
12,350
+8,500
+221% +$711K 0.04% 246
2023
Q3
$241K Buy
3,850
+110
+3% +$6.89K 0.01% 473
2023
Q2
$240K Buy
+3,740
New +$240K 0.01% 495