SVWAG
Sound View Wealth Advisors Group’s Lam Research LRCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.09M | Sell |
21,455
-143
| -0.7% | -$13.9K | 0.15% | 126 |
|
|
2025
Q1 | $1.57M | Buy |
21,598
+917
| +4% | +$66.7K | 0.13% | 140 |
|
|
2024
Q4 | $1.49M | Buy |
20,681
+18,856
| +1,033% | +$1.36M | 0.12% | 143 |
|
|
2024
Q3 | $1.49M | Buy |
1,825
+77
| +4% | +$62.9K | 0.12% | 147 |
|
|
2024
Q2 | $1.86M | Sell |
1,748
-76
| -4% | -$80.9K | 0.19% | 115 |
|
|
2024
Q1 | $1.77M | Sell |
1,824
-55
| -3% | -$53.4K | 0.19% | 118 |
|
|
2023
Q4 | $1.47M | Sell |
1,879
-25
| -1% | -$19.6K | 0.16% | 130 |
|
|
2023
Q3 | $1.19M | Buy |
1,904
+50
| +3% | +$31.3K | 0.15% | 131 |
|
|
2023
Q2 | $1.19M | Sell |
1,854
-365
| -16% | -$235K | 0.16% | 125 |
|
|
2023
Q1 | $1.18M | Buy |
2,219
+340
| +18% | +$180K | 0.16% | 126 |
|
|
2022
Q4 | $1.47M | Sell |
1,879
-68
| -3% | -$53.3K | 0.16% | 130 |
|
|
2022
Q3 | $713K | Sell |
1,947
-29
| -1% | -$10.6K | 0.16% | 124 |
|
|
2022
Q2 | $842K | Buy |
1,976
+107
| +6% | +$45.6K | 0.18% | 118 |
|
|
2022
Q1 | $1.01M | Buy |
1,869
+166
| +10% | +$89.3K | 0.19% | 111 |
|
|
2021
Q4 | $1.23M | Buy |
1,703
+22
| +1% | +$15.8K | 0.23% | 107 |
|
|
2021
Q3 | $957K | Buy |
1,681
+70
| +4% | +$39.9K | 0.2% | 117 |
|
|
2021
Q2 | $1.05M | Buy |
1,611
+211
| +15% | +$137K | 0.22% | 111 |
|
|
2021
Q1 | $833K | Sell |
1,400
-32
| -2% | -$19K | 0.19% | 112 |
|
|
2020
Q4 | $676K | Buy |
1,432
+2
| +0.1% | +$944 | 0.17% | 128 |
|
|
2020
Q3 | $474K | Buy |
1,430
+8
| +0.6% | +$2.65K | 0.12% | 145 |
|
|
2020
Q2 | $460K | Buy |
1,422
+149
| +12% | +$48.2K | 0.13% | 139 |
|
|
2020
Q1 | $306K | Buy |
1,273
+95
| +8% | +$22.8K | 0.11% | 159 |
|
|
2019
Q4 | $344K | Sell |
1,178
-200
| -15% | -$58.4K | 0.1% | 174 |
|
|
2019
Q3 | $318K | Sell |
1,378
-2
| -0.1% | -$462 | 0.09% | 182 |
|
|
2019
Q2 | $259K | Buy |
+1,380
| New | +$259K | 0.08% | 215 |
|