SWA
SOA Wealth Advisors’s Lam Research LRCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $411K | Sell |
4,223
-381
| -8% | -$37.1K | 0.08% | 133 |
|
|
2025
Q1 | $335K | Sell |
4,604
-25,440
| -85% | -$1.85M | 0.07% | 139 |
|
|
2024
Q4 | $2.17M | Buy |
+30,044
| New | +$2.17M | 0.4% | 49 |
|
|
2024
Q3 | – | Sell |
-3,039
| Closed | -$3.24M | – | 854 |
|
|
2024
Q2 | $3.24M | Buy |
3,039
+99
| +3% | +$105K | 0.65% | 35 |
|
|
2024
Q1 | $2.86M | Sell |
2,940
-102
| -3% | -$99.1K | 0.59% | 39 |
|
|
2023
Q4 | $2.38M | Sell |
3,042
-131
| -4% | -$103K | 0.53% | 39 |
|
|
2023
Q3 | $1.99M | Sell |
3,173
-44
| -1% | -$27.6K | 0.49% | 40 |
|
|
2023
Q2 | $2.07M | Sell |
3,217
-46
| -1% | -$29.6K | 0.48% | 39 |
|
|
2023
Q1 | $1.73M | Sell |
3,263
-26
| -0.8% | -$13.8K | 0.43% | 50 |
|
|
2022
Q4 | $1.38M | Buy |
3,289
+14
| +0.4% | +$5.89K | 0.37% | 54 |
|
|
2022
Q3 | $1.2M | Sell |
3,275
-4,749
| -59% | -$1.74M | 0.36% | 55 |
|
|
2022
Q2 | $3.42M | Buy |
8,024
+311
| +4% | +$133K | 1.01% | 27 |
|
|
2022
Q1 | $4.15M | Buy |
7,713
+7,014
| +1,003% | +$3.77M | 1.01% | 24 |
|
|
2021
Q4 | $502K | Sell |
699
-123
| -15% | -$88.3K | 0.12% | 97 |
|
|
2021
Q3 | $468K | Buy |
822
+6
| +0.7% | +$3.42K | 0.12% | 104 |
|
|
2021
Q2 | $531K | Buy |
816
+49
| +6% | +$31.9K | 0.14% | 94 |
|
|
2021
Q1 | $456K | Sell |
767
-61
| -7% | -$36.3K | 0.13% | 98 |
|
|
2020
Q4 | $441K | Buy |
+828
| New | +$441K | 0.12% | 96 |
|