SWMG
Signature Wealth Management Group’s Lam Research LRCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,920
| Closed | -$211K | – | 114 |
|
|
2024
Q4 | $211K | Buy |
2,920
+2,626
| +893% | +$190K | 0.08% | 105 |
|
|
2024
Q3 | $240K | Sell |
294
-9
| -3% | -$7.35K | 0.1% | 99 |
|
|
2024
Q2 | $323K | Sell |
303
-1,287
| -81% | -$1.37M | 0.14% | 94 |
|
|
2024
Q1 | $1.38M | Sell |
1,590
-23
| -1% | -$20K | 0.63% | 57 |
|
|
2023
Q4 | $1.26M | Buy |
+1,613
| New | +$1.26M | 0.58% | 61 |
|
|
2023
Q2 | $1.58M | Sell |
2,457
-219
| -8% | -$141K | 0.74% | 43 |
|
|
2023
Q1 | $1.42M | Sell |
2,676
-706
| -21% | -$374K | 0.67% | 47 |
|
|
2022
Q4 | $1.42M | Sell |
3,382
-1,034
| -23% | -$435K | 0.7% | 50 |
|
|
2022
Q3 | $1.62M | Buy |
4,416
+84
| +2% | +$30.7K | 0.82% | 53 |
|
|
2022
Q2 | $1.85M | Buy |
4,332
+175
| +4% | +$74.6K | 0.9% | 52 |
|
|
2022
Q1 | $2.24M | Buy |
4,157
+3,857
| +1,286% | +$2.07M | 1.01% | 50 |
|
|
2021
Q4 | $216K | Buy |
+300
| New | +$216K | 0.11% | 81 |
|
|
2019
Q3 | – | Sell |
-3,014
| Closed | -$553K | – | 77 |
|
|
2019
Q2 | $553K | Buy |
3,014
+1,417
| +89% | +$260K | 0.37% | 63 |
|
|
2019
Q1 | $286K | Buy |
+1,597
| New | +$286K | 0.2% | 70 |
|
|
2018
Q4 | – | Sell |
-1,406
| Closed | -$191K | – | 198 |
|
|
2018
Q3 | $191K | Buy |
1,406
+236
| +20% | +$32.1K | 0.14% | 70 |
|
|
2018
Q2 | $202K | Buy |
+1,170
| New | +$202K | 0.15% | 67 |
|