SWM
Spire Wealth Management’s Lam Research LRCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.04M | Buy |
21,219
+14,503
| +216% | +$1.39M | 0.07% | 223 |
|
|
2025
Q1 | $488K | Buy |
6,716
+1,511
| +29% | +$110K | 0.02% | 564 |
|
|
2024
Q4 | $376K | Buy |
5,205
+3,521
| +209% | +$254K | 0.01% | 648 |
|
|
2024
Q3 | $1.37M | Buy |
1,684
+299
| +22% | +$244K | 0.05% | 307 |
|
|
2024
Q2 | $1.48M | Buy |
1,385
+939
| +211% | +$1M | 0.05% | 277 |
|
|
2024
Q1 | $433K | Buy |
446
+5
| +1% | +$4.86K | 0.01% | 554 |
|
|
2023
Q4 | $364K | Sell |
441
-288
| -40% | -$238K | 0.01% | 592 |
|
|
2023
Q3 | $457K | Buy |
729
+59
| +9% | +$37K | 0.02% | 496 |
|
|
2023
Q2 | $431K | Sell |
670
-155
| -19% | -$99.7K | 0.02% | 524 |
|
|
2023
Q1 | $437K | Sell |
825
-9,425
| -92% | -$4.99M | 0.02% | 522 |
|
|
2022
Q4 | $4.31M | Sell |
10,250
-396
| -4% | -$166K | 0.24% | 96 |
|
|
2022
Q3 | $3.9M | Sell |
10,646
-2,696
| -20% | -$987K | 0.24% | 96 |
|
|
2022
Q2 | $5.69M | Sell |
13,342
-6,170
| -32% | -$2.63M | 0.23% | 110 |
|
|
2022
Q1 | $10.5M | Sell |
19,512
-1,494
| -7% | -$805K | 0.28% | 96 |
|
|
2021
Q4 | $15.1M | Buy |
21,006
+866
| +4% | +$624K | 0.34% | 79 |
|
|
2021
Q3 | $11.5M | Buy |
20,140
+1,156
| +6% | +$657K | 0.3% | 95 |
|
|
2021
Q2 | $12.3M | Buy |
18,984
+533
| +3% | +$346K | 0.33% | 78 |
|
|
2021
Q1 | $10.9M | Buy |
+18,451
| New | +$10.9M | 0.29% | 94 |
|