SWM
Segment Wealth Management’s Lam Research LRCX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.11M | Sell |
11,370
-9,040
| -44% | -$880K | 0.07% | 149 |
|
2025
Q1 | $1.48M | Sell |
20,410
-40
| -0.2% | -$2.91K | 0.1% | 120 |
|
2024
Q4 | $1.48M | Buy |
20,450
+18,403
| +899% | +$1.33M | 0.1% | 120 |
|
2024
Q3 | $1.67M | Sell |
2,047
-4
| -0.2% | -$3.26K | 0.11% | 110 |
|
2024
Q2 | $2.18M | Hold |
2,051
| – | – | 0.16% | 91 |
|
2024
Q1 | $1.99M | Sell |
2,051
-12
| -0.6% | -$11.7K | 0.15% | 94 |
|
2023
Q4 | $1.62M | Buy |
2,063
+1,103
| +115% | +$864K | 0.14% | 101 |
|
2023
Q3 | $602K | Buy |
960
+9
| +0.9% | +$5.64K | 0.06% | 146 |
|
2023
Q2 | $611K | Buy |
951
+33
| +4% | +$21.2K | 0.06% | 142 |
|
2023
Q1 | $487K | Hold |
918
| – | – | 0.06% | 144 |
|
2022
Q4 | $386K | Hold |
918
| – | – | 0.04% | 162 |
|
2022
Q3 | $336K | Sell |
918
-11
| -1% | -$4.03K | 0.04% | 176 |
|
2022
Q2 | $396K | Sell |
929
-71
| -7% | -$30.3K | 0.05% | 160 |
|
2022
Q1 | $538K | Sell |
1,000
-3
| -0.3% | -$1.61K | 0.06% | 157 |
|
2021
Q4 | $721K | Buy |
1,003
+85
| +9% | +$61.1K | 0.08% | 142 |
|
2021
Q3 | $522K | Hold |
918
| – | – | 0.06% | 152 |
|
2021
Q2 | $597K | Hold |
918
| – | – | 0.07% | 147 |
|
2021
Q1 | $546K | Buy |
918
+4
| +0.4% | +$2.38K | 0.07% | 146 |
|
2020
Q4 | $432K | Hold |
914
| – | – | 0.06% | 148 |
|
2020
Q3 | $303K | Hold |
914
| – | – | 0.05% | 167 |
|
2020
Q2 | $296K | Hold |
914
| – | – | 0.05% | 162 |
|
2020
Q1 | $219K | Sell |
914
-201
| -18% | -$48.2K | 0.05% | 175 |
|
2019
Q4 | $326K | Buy |
+1,115
| New | +$326K | 0.06% | 190 |
|