Scharf Investments’s Lam Research LRCX Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-8,500	Closed	-$1.52M	–	41
2019 Q1	$1.52M	Hold	8,500	–	–	0.06%	30
2018 Q4	$1.16M	Buy	8,500 +3,200	+60%	+$436K	0.05%	34
2018 Q3	$804K	Hold	5,300	–	–	0.03%	37
2018 Q2	$916K	Buy	5,300 +1,800	+51%	+$311K	0.03%	37
2018 Q1	$711K	Hold	3,500	–	–	0.02%	39
2017 Q4	$644K	Hold	3,500	–	–	0.01%	47
2017 Q3	$648K	Hold	3,500	–	–	0.02%	38
2017 Q2	$495K	Buy	+3,500	New	+$495K	0.01%	39