SWTS
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Stonehaven Wealth & Tax Solutions’s Lam Research LRCX Stock Holding History

Stonehaven Wealth & Tax Solutions’s Portfolio LRCX Stock Details LRCX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$256K Sell
2,632
-338
-11% -$32.9K 0.25% 61
2025
Q1 		$216K Sell
2,970
-1,370
-32% -$99.6K 0.23% 61
2024
Q4 		$313K Buy
+4,340
New +$313K 0.34% 66