Savoie Capital’s Lam Research LRCX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.24M | Sell |
74,400
-8,400
| -10% | -$818K | 0.9% | 21 |
|
|
2025
Q1 | $5.98M | Hold |
82,800
| – | – | 0.71% | 25 |
|
|
2024
Q4 | $5.98M | Hold |
82,800
| – | – | 0.71% | 25 |
|
|
2024
Q3 | $6.76M | Buy |
82,800
+9,000
| +12% | +$734K | 0.83% | 24 |
|
|
2024
Q2 | $7.86M | Sell |
73,800
-9,000
| -11% | -$958K | 1.02% | 22 |
|
|
2024
Q1 | $8.04M | Hold |
82,800
| – | – | 1.12% | 21 |
|
|
2023
Q4 | $6.49M | Hold |
82,800
| – | – | 1.48% | 20 |
|
|
2023
Q3 | $5.19M | Buy |
+82,800
| New | +$5.19M | 1.36% | 20 |
|