SHFA
SS&H Financial Advisors’s Lam Research LRCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.64M | Sell |
27,160
-1,750
| -6% | -$170K | 0.88% | 31 |
|
|
2025
Q1 | $2.1M | Sell |
28,910
-98
| -0.3% | -$7.13K | 0.78% | 36 |
|
|
2024
Q4 | $2.1M | Buy |
29,008
+26,197
| +932% | +$1.89M | 0.76% | 34 |
|
|
2024
Q3 | $2.29M | Sell |
2,811
-180
| -6% | -$147K | 0.84% | 34 |
|
|
2024
Q2 | $3.18M | Sell |
2,991
-25
| -0.8% | -$26.6K | 1.24% | 19 |
|
|
2024
Q1 | $2.93M | Sell |
3,016
-25
| -0.8% | -$24.3K | 1.22% | 21 |
|
|
2023
Q4 | $2.38M | Sell |
3,041
-50
| -2% | -$39.2K | 1.01% | 29 |
|
|
2023
Q3 | $1.94M | Buy |
+3,091
| New | +$1.94M | 0.91% | 31 |
|
|
2023
Q1 | $1.64M | Sell |
3,091
-100
| -3% | -$53K | 0.75% | 38 |
|
|
2022
Q4 | $1.34M | Hold |
3,191
| – | – | 0.64% | 48 |
|
|
2022
Q3 | $1.17M | Sell |
3,191
-200
| -6% | -$73.2K | 0.6% | 50 |
|
|
2022
Q2 | $1.45M | Sell |
3,391
-200
| -6% | -$85.2K | 0.67% | 44 |
|
|
2022
Q1 | $1.93M | Buy |
+3,591
| New | +$1.93M | 0.75% | 40 |
|