TWA
TCI Wealth Advisors’s Lam Research LRCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $217K | Buy |
+2,229
| New | +$217K | 0.01% | 227 |
|
|
2024
Q3 | – | Sell |
-244
| Closed | -$260K | – | 245 |
|
|
2024
Q2 | $260K | Buy |
244
+8
| +3% | +$8.52K | 0.02% | 188 |
|
|
2024
Q1 | $229K | Buy |
+236
| New | +$229K | 0.02% | 194 |
|
|
2023
Q2 | – | Sell |
-205
| Closed | -$109K | – | 1342 |
|
|
2023
Q1 | $109K | Buy |
205
+38
| +23% | +$20.1K | 0.01% | 270 |
|
|
2022
Q4 | $70.2K | Sell |
167
-89
| -35% | -$37.4K | 0.01% | 326 |
|
|
2022
Q3 | $94K | Sell |
256
-36
| -12% | -$13.2K | 0.02% | 256 |
|
|
2022
Q2 | $125K | Buy |
292
+102
| +54% | +$43.7K | 0.02% | 218 |
|
|
2022
Q1 | $103K | Buy |
190
+1
| +0.5% | +$542 | 0.02% | 258 |
|
|
2021
Q4 | $136K | Sell |
189
-10
| -5% | -$7.2K | 0.02% | 218 |
|
|
2021
Q3 | $113K | Sell |
199
-13
| -6% | -$7.38K | 0.02% | 249 |
|
|
2021
Q2 | $138K | Buy |
212
+111
| +110% | +$72.3K | 0.02% | 205 |
|
|
2021
Q1 | $60K | Buy |
101
+50
| +98% | +$29.7K | 0.03% | 299 |
|
|
2020
Q4 | $24K | Sell |
51
-2
| -4% | -$941 | 0.01% | 437 |
|
|
2020
Q3 | $18K | Sell |
53
-163
| -75% | -$55.4K | 0.01% | 455 |
|
|
2020
Q2 | $70K | Sell |
216
-7
| -3% | -$2.27K | 0.03% | 248 |
|
|
2020
Q1 | $54K | Buy |
223
+17
| +8% | +$4.12K | 0.03% | 280 |
|
|
2019
Q4 | $60K | Buy |
206
+158
| +329% | +$46K | 0.02% | 339 |
|
|
2019
Q3 | $11K | Buy |
48
+10
| +26% | +$2.29K | ﹤0.01% | 624 |
|
|
2019
Q2 | $7K | Sell |
38
-12
| -24% | -$2.21K | ﹤0.01% | 693 |
|
|
2019
Q1 | $9K | Hold |
50
| – | – | ﹤0.01% | 645 |
|
|
2018
Q4 | $7K | Buy |
50
+3
| +6% | +$420 | ﹤0.01% | 698 |
|
|
2018
Q3 | $7K | Sell |
47
-21
| -31% | -$3.13K | ﹤0.01% | 703 |
|
|
2018
Q2 | $12K | Buy |
68
+16
| +31% | +$2.82K | 0.01% | 609 |
|
|
2018
Q1 | $11K | Buy |
52
+5
| +11% | +$1.06K | 0.01% | 599 |
|
|
2017
Q4 | $9K | Hold |
47
| – | – | ﹤0.01% | 658 |
|
|
2017
Q3 | $9K | Hold |
47
| – | – | ﹤0.01% | 621 |
|
|
2017
Q2 | $7K | Hold |
47
| – | – | ﹤0.01% | 671 |
|
|
2017
Q1 | $6K | Hold |
47
| – | – | ﹤0.01% | 685 |
|
|
2016
Q4 | $5K | Sell |
47
-3
| -6% | -$319 | ﹤0.01% | 777 |
|
|
2016
Q3 | $5K | Hold |
50
| – | – | ﹤0.01% | 736 |
|
|
2016
Q2 | $4K | Hold |
50
| – | – | ﹤0.01% | 772 |
|
|
2016
Q1 | $4K | Hold |
50
| – | – | ﹤0.01% | 772 |
|
|
2015
Q4 | $4K | Hold |
50
| – | – | ﹤0.01% | 748 |
|
|
2015
Q3 | $3K | Hold |
50
| – | – | ﹤0.01% | 734 |
|
|
2015
Q2 | $4K | Buy |
+50
| New | +$4K | ﹤0.01% | 689 |
|
|
2015
Q1 | – | Sell |
-50
| Closed | -$4K | – | 924 |
|
|
2014
Q4 | $4K | Hold |
50
| – | – | ﹤0.01% | 609 |
|
|
2014
Q3 | $4K | Hold |
50
| – | – | ﹤0.01% | 613 |
|
|
2014
Q2 | $3K | Hold |
50
| – | – | ﹤0.01% | 694 |
|
|
2014
Q1 | $3K | Hold |
50
| – | – | ﹤0.01% | 655 |
|
|
2013
Q4 | $3K | Hold |
50
| – | – | ﹤0.01% | 659 |
|
|
2013
Q3 | $3K | Hold |
50
| – | – | ﹤0.01% | 582 |
|
|
2013
Q2 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 593 |
|