Strategic Wealth Partners’s Lam Research LRCX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $767K | Buy |
+7,880
| New | +$767K | 0.06% | 172 |
|
|
2024
Q4 | $631K | Buy |
7,570
+140
| +2% | +$11.7K | 0.05% | 182 |
|
|
2024
Q3 | $606K | Buy |
7,430
+20
| +0.3% | +$1.63K | 0.06% | 184 |
|
|
2024
Q2 | $789K | Sell |
7,410
-50
| -0.7% | -$5.32K | 0.08% | 157 |
|
|
2024
Q1 | $724K | Sell |
7,460
-2,100
| -22% | -$204K | 0.08% | 159 |
|
|
2023
Q4 | $748K | Sell |
9,560
-190
| -2% | -$14.9K | 0.09% | 152 |
|
|
2023
Q3 | $611K | Buy |
9,750
+130
| +1% | +$8.15K | 0.08% | 184 |
|
|
2023
Q2 | $618K | Sell |
9,620
-950
| -9% | -$61.1K | 0.08% | 190 |
|
|
2023
Q1 | $560K | Sell |
10,570
-2,490
| -19% | -$132K | 0.09% | 168 |
|
|
2022
Q4 | $549K | Buy |
13,060
+150
| +1% | +$6.31K | 0.1% | 165 |
|
|
2022
Q3 | $473K | Sell |
12,910
-570
| -4% | -$20.9K | 0.1% | 180 |
|
|
2022
Q2 | $575K | Sell |
13,480
-56,460
| -81% | -$2.41M | 0.12% | 152 |
|
|
2022
Q1 | $3.76M | Buy |
69,940
+12,010
| +21% | +$646K | 0.73% | 36 |
|
|
2021
Q4 | $4.17M | Buy |
57,930
+3,570
| +7% | +$257K | 0.79% | 34 |
|
|
2021
Q3 | $3.09M | Buy |
54,360
+8,390
| +18% | +$478K | 0.91% | 23 |
|
|
2021
Q2 | $2.99M | Sell |
45,970
-2,320
| -5% | -$151K | 0.98% | 17 |
|
|
2021
Q1 | $2.87M | Sell |
48,290
-3,990
| -8% | -$237K | 1.15% | 17 |
|
|
2020
Q4 | $2.47M | Sell |
52,280
-850
| -2% | -$40.1K | 1.04% | 21 |
|
|
2020
Q3 | $1.76M | Buy |
53,130
+1,020
| +2% | +$33.8K | 0.89% | 23 |
|
|
2020
Q2 | $1.69M | Buy |
52,110
+10,710
| +26% | +$347K | 0.87% | 27 |
|
|
2020
Q1 | $1.21M | Hold |
41,400
| – | – | 0.63% | 45 |
|
|
2019
Q4 | $1.21M | Buy |
41,400
+2,430
| +6% | +$71.1K | 0.63% | 45 |
|
|
2019
Q3 | $12.4K | Buy |
38,970
+38,140
| +4,595% | +$12.2K | 0.06% | 134 |
|
|
2019
Q2 | $15K | Buy |
+830
| New | +$15K | 0.01% | 410 |
|
|
2019
Q1 | – | Sell |
-2,250
| Closed | -$32K | – | 798 |
|
|
2018
Q4 | $32K | Hold |
2,250
| – | – | 0.02% | 276 |
|
|
2018
Q3 | $34K | Sell |
2,250
-100
| -4% | -$1.51K | 0.02% | 266 |
|
|
2018
Q2 | $183K | Hold |
2,350
| – | – | 0.11% | 145 |
|
|
2018
Q1 | $48K | Buy |
2,350
+100
| +4% | +$2.04K | 0.02% | 249 |
|
|
2017
Q4 | $47K | Buy |
+2,250
| New | +$47K | 0.03% | 228 |
|