SWA
Sutton Wealth Advisors’s Lam Research LRCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $87.1K | Buy |
139
+1
| +0.7% | +$627 | 0.04% | 180 |
|
|
2023
Q2 | $88.7K | Buy |
138
+85
| +160% | +$54.6K | 0.04% | 178 |
|
|
2023
Q1 | $28.1K | Sell |
53
-1,184
| -96% | -$628K | 0.02% | 263 |
|
|
2022
Q4 | $520K | Sell |
1,237
-34
| -3% | -$14.3K | 0.2% | 81 |
|
|
2022
Q3 | $465K | Buy |
1,271
+41
| +3% | +$15K | 0.19% | 84 |
|
|
2022
Q2 | $524K | Buy |
1,230
+3
| +0.2% | +$1.28K | 0.21% | 77 |
|
|
2022
Q1 | $660K | Sell |
1,227
-1
| -0.1% | -$538 | 0.23% | 74 |
|
|
2021
Q4 | $883K | Sell |
1,228
-1
| -0.1% | -$719 | 0.29% | 57 |
|
|
2021
Q3 | $699K | Sell |
1,229
-92
| -7% | -$52.4K | 0.26% | 67 |
|
|
2021
Q2 | $860K | Sell |
1,321
-1
| -0.1% | -$651 | 0.31% | 56 |
|
|
2021
Q1 | $787K | Buy |
1,322
+4
| +0.3% | +$2.38K | 0.31% | 56 |
|
|
2020
Q4 | $622K | Sell |
1,318
-115
| -8% | -$54.3K | 0.26% | 66 |
|
|
2020
Q3 | $475K | Hold |
1,433
| – | – | 0.23% | 78 |
|
|
2020
Q2 | $464K | Buy |
1,433
+3
| +0.2% | +$970 | 0.24% | 68 |
|
|
2020
Q1 | $343K | Buy |
1,430
+6
| +0.4% | +$1.44K | 0.22% | 81 |
|
|
2019
Q4 | $416K | Sell |
1,424
-88
| -6% | -$25.7K | 0.21% | 81 |
|
|
2019
Q3 | $349K | Hold |
1,512
| – | – | 0.2% | 89 |
|
|
2019
Q2 | $284K | Hold |
1,512
| – | – | 0.16% | 108 |
|
|
2019
Q1 | $271K | Buy |
1,512
+5
| +0.3% | +$895 | 0.16% | 108 |
|
|
2018
Q4 | $205K | Sell |
1,507
-5
| -0.3% | -$681 | 0.13% | 123 |
|
|
2018
Q3 | $229K | Buy |
1,512
+2
| +0.1% | +$303 | 0.15% | 115 |
|
|
2018
Q2 | $261K | Buy |
1,510
+3
| +0.2% | +$519 | 0.18% | 93 |
|
|
2018
Q1 | $306K | Hold |
1,507
| – | – | 0.22% | 75 |
|
|
2017
Q4 | $277K | Sell |
1,507
-275
| -15% | -$50.6K | 0.2% | 86 |
|
|
2017
Q3 | $330K | Hold |
1,782
| – | – | 0.25% | 67 |
|
|
2017
Q2 | $252K | Sell |
1,782
-92
| -5% | -$13K | 0.2% | 82 |
|
|
2017
Q1 | $241K | Sell |
1,874
-211
| -10% | -$27.1K | 0.2% | 79 |
|
|
2016
Q4 | $220K | Sell |
2,085
-45
| -2% | -$4.76K | 0.2% | 86 |
|
|
2016
Q3 | $202K | Hold |
2,130
| – | – | 0.18% | 94 |
|
|
2016
Q2 | $179K | Hold |
2,130
| – | – | 0.17% | 100 |
|
|
2016
Q1 | $176K | Buy |
+2,130
| New | +$176K | 0.17% | 101 |
|