Sugarloaf Wealth Management’s Lam Research LRCX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | $14K | Buy |
+194
| New | +$14K | ﹤0.01% | 450 |
|
2024
Q3 | – | Sell |
-190
| Closed | -$20.6K | – | 698 |
|
2024
Q2 | $20.6K | Hold |
190
| – | – | ﹤0.01% | 391 |
|
2024
Q1 | $18.8K | Hold |
190
| – | – | ﹤0.01% | 410 |
|
2023
Q4 | $15.1K | Hold |
190
| – | – | ﹤0.01% | 437 |
|
2023
Q3 | $12.1K | Hold |
190
| – | – | ﹤0.01% | 444 |
|
2023
Q2 | $12.4K | Hold |
190
| – | – | ﹤0.01% | 448 |
|
2023
Q1 | $10.2K | Sell |
190
-500
| -72% | -$26.7K | ﹤0.01% | 470 |
|
2022
Q4 | $29K | Sell |
690
-20
| -3% | -$842 | 0.01% | 362 |
|
2022
Q3 | $26K | Sell |
710
-700
| -50% | -$25.6K | 0.01% | 379 |
|
2022
Q2 | $60K | Buy |
1,410
+300
| +27% | +$12.8K | 0.02% | 252 |
|
2022
Q1 | $60K | Buy |
1,110
+210
| +23% | +$11.4K | 0.01% | 252 |
|
2021
Q4 | $64K | Buy |
900
+520
| +137% | +$37K | 0.02% | 256 |
|
2021
Q3 | $22K | Buy |
380
+260
| +217% | +$15.1K | 0.01% | 404 |
|
2021
Q2 | $8K | Buy |
+120
| New | +$8K | ﹤0.01% | 525 |
|