SWA
Sax Wealth Advisors’s Lam Research LRCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $395K | Buy |
4,059
+37
| +0.9% | +$3.6K | 0.02% | 291 |
|
|
2025
Q1 | $292K | Buy |
+4,022
| New | +$292K | 0.02% | 298 |
|
|
2024
Q4 | – | Sell |
-574
| Closed | -$469K | – | 333 |
|
|
2024
Q3 | $469K | Buy |
574
+44
| +8% | +$35.9K | 0.04% | 166 |
|
|
2024
Q2 | $564K | Buy |
530
+191
| +56% | +$203K | 0.05% | 134 |
|
|
2024
Q1 | $329K | Hold |
339
| – | – | 0.04% | 141 |
|
|
2023
Q4 | $265K | Hold |
339
| – | – | 0.04% | 158 |
|
|
2023
Q3 | $212K | Buy |
+339
| New | +$212K | 0.04% | 170 |
|
|
2022
Q3 | – | Sell |
-593
| Closed | -$253K | – | 164 |
|
|
2022
Q2 | $253K | Hold |
593
| – | – | 0.06% | 143 |
|
|
2022
Q1 | $319K | Hold |
593
| – | – | 0.08% | 137 |
|
|
2021
Q4 | $426K | Hold |
593
| – | – | 0.09% | 123 |
|
|
2021
Q3 | $338K | Hold |
593
| – | – | 0.08% | 126 |
|
|
2021
Q2 | $386K | Hold |
593
| – | – | 0.13% | 108 |
|
|
2021
Q1 | $353K | Hold |
593
| – | – | 0.13% | 107 |
|
|
2020
Q4 | $280K | Buy |
+593
| New | +$280K | 0.13% | 103 |
|