Summit Trail Advisors’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 | $3.8M | Buy |
+38,963
| New | +$3.8M | 0.07% | 153 |
|
|
2024
Q4 | – | Sell |
-11,610
| Closed | -$950K | – | 608 |
|
|
2024
Q3 | $950K | Buy |
11,610
+600
| +5% | +$49.1K | 0.02% | 276 |
|
|
2024
Q2 | $1.17M | Buy |
11,010
+1,300
| +13% | +$139K | 0.03% | 215 |
|
|
2024
Q1 | $945K | Buy |
9,710
+1,470
| +18% | +$143K | 0.03% | 226 |
|
|
2023
Q4 | $647K | Sell |
8,240
-120
| -1% | -$9.42K | 0.02% | 239 |
|
|
2023
Q3 | $526K | Buy |
8,360
+30
| +0.4% | +$1.89K | 0.02% | 260 |
|
|
2023
Q2 | $537K | Buy |
8,330
+3,880
| +87% | +$250K | 0.02% | 252 |
|
|
2023
Q1 | $237K | Buy |
+4,450
| New | +$237K | 0.01% | 361 |
|
|
2020
Q4 | – | Sell |
-10,060
| Closed | -$421K | – | 233 |
|
|
2020
Q3 | $421K | Buy |
+10,060
| New | +$421K | 0.08% | 118 |
|
|
2018
Q2 | – | Sell |
-28,120
| Closed | -$399K | – | 578 |
|
|
2018
Q1 | $399K | Buy |
28,120
+5,990
| +27% | +$85K | 0.07% | 236 |
|
|
2017
Q4 | $445K | Buy |
+22,130
| New | +$445K | 0.06% | 245 |
|