SWP
Stratos Wealth Partners’s Lam Research LRCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.86M | Buy |
101,251
+208
| +0.2% | +$20.2K | 0.13% | 159 |
|
|
2025
Q1 | $7.35M | Sell |
101,043
-7,660
| -7% | -$557K | 0.11% | 190 |
|
|
2024
Q4 | $7.85M | Buy |
+108,703
| New | +$7.85M | 0.11% | 182 |
|
|
2024
Q3 | – | Sell |
-10,208
| Closed | -$10.9M | – | 1490 |
|
|
2024
Q2 | $10.9M | Buy |
10,208
+682
| +7% | +$726K | 0.17% | 120 |
|
|
2024
Q1 | $9.26M | Buy |
9,526
+175
| +2% | +$170K | 0.15% | 144 |
|
|
2023
Q4 | $7.32M | Buy |
9,351
+275
| +3% | +$215K | 0.14% | 164 |
|
|
2023
Q3 | $5.69M | Buy |
9,076
+411
| +5% | +$258K | 0.12% | 178 |
|
|
2023
Q2 | $5.57M | Buy |
8,665
+483
| +6% | +$311K | 0.13% | 176 |
|
|
2023
Q1 | $4.34M | Sell |
8,182
-165
| -2% | -$87.5K | 0.12% | 182 |
|
|
2022
Q4 | $3.51M | Sell |
8,347
-931
| -10% | -$391K | 0.09% | 227 |
|
|
2022
Q3 | $3.4M | Sell |
9,278
-299
| -3% | -$109K | 0.09% | 215 |
|
|
2022
Q2 | $4.08M | Buy |
9,577
+321
| +3% | +$137K | 0.1% | 196 |
|
|
2022
Q1 | $4.98M | Buy |
9,256
+302
| +3% | +$162K | 0.11% | 190 |
|
|
2021
Q4 | $6.44M | Buy |
8,954
+472
| +6% | +$339K | 0.14% | 153 |
|
|
2021
Q3 | $4.83M | Buy |
8,482
+123
| +1% | +$70K | 0.12% | 183 |
|
|
2021
Q2 | $5.44M | Buy |
8,359
+57
| +0.7% | +$37.1K | 0.14% | 169 |
|
|
2021
Q1 | $4.94M | Buy |
8,302
+621
| +8% | +$370K | 0.14% | 165 |
|
|
2020
Q4 | $3.63M | Buy |
7,681
+3,542
| +86% | +$1.67M | 0.11% | 200 |
|
|
2020
Q3 | $1.37M | Buy |
4,139
+542
| +15% | +$180K | 0.05% | 319 |
|
|
2020
Q2 | $1.16M | Sell |
3,597
-299
| -8% | -$96.8K | 0.04% | 352 |
|
|
2020
Q1 | $935K | Buy |
3,896
+294
| +8% | +$70.6K | 0.04% | 348 |
|
|
2019
Q4 | $1.05M | Buy |
3,602
+94
| +3% | +$27.5K | 0.04% | 378 |
|
|
2019
Q3 | $811K | Hold |
3,508
| – | – | 0.04% | 426 |
|
|
2019
Q2 | $659K | Sell |
3,508
-167
| -5% | -$31.4K | 0.03% | 487 |
|
|
2019
Q1 | $658K | Sell |
3,675
-291
| -7% | -$52.1K | 0.03% | 472 |
|
|
2018
Q4 | $540K | Sell |
3,966
-170
| -4% | -$23.1K | 0.03% | 490 |
|
|
2018
Q3 | $627K | Sell |
4,136
-493
| -11% | -$74.7K | 0.03% | 463 |
|
|
2018
Q2 | $800K | Buy |
4,629
+491
| +12% | +$84.9K | 0.04% | 416 |
|
|
2018
Q1 | $841K | Buy |
4,138
+173
| +4% | +$35.2K | 0.04% | 403 |
|
|
2017
Q4 | $730K | Buy |
3,965
+586
| +17% | +$108K | 0.03% | 420 |
|
|
2017
Q3 | $625K | Sell |
3,379
-86
| -2% | -$15.9K | 0.03% | 451 |
|
|
2017
Q2 | $490K | Buy |
3,465
+685
| +25% | +$96.9K | 0.03% | 462 |
|
|
2017
Q1 | $357K | Buy |
2,780
+591
| +27% | +$75.9K | 0.02% | 519 |
|
|
2016
Q4 | $231K | Buy |
+2,189
| New | +$231K | 0.01% | 606 |
|
|
2015
Q3 | – | Sell |
-5,004
| Closed | -$407K | – | 579 |
|
|
2015
Q2 | $407K | Buy |
+5,004
| New | +$407K | 0.05% | 293 |
|