TNAM
Terra Nova Asset Management’s Lam Research LRCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $231K | Sell |
2,377
-24,795
| -91% | -$2.41M | 0.16% | 85 |
|
|
2025
Q1 | $1.98M | Buy |
27,172
+15,528
| +133% | +$1.13M | 1.55% | 30 |
|
|
2024
Q4 | $841K | Buy |
+11,644
| New | +$841K | 0.64% | 47 |
|
|
2024
Q3 | – | Sell |
-3,758
| Closed | -$4M | – | 87 |
|
|
2024
Q2 | $4M | Sell |
3,758
-780
| -17% | -$831K | 3.16% | 5 |
|
|
2024
Q1 | $4.41M | Buy |
4,538
+128
| +3% | +$124K | 3.51% | 4 |
|
|
2023
Q4 | $3.45M | Sell |
4,410
-119
| -3% | -$93.2K | 3.03% | 5 |
|
|
2023
Q3 | $2.91M | Hold |
4,529
| – | – | 2.65% | 6 |
|
|
2023
Q2 | $2.91M | Sell |
4,529
-168
| -4% | -$108K | 2.65% | 6 |
|
|
2023
Q1 | $2.49M | Buy |
4,697
+140
| +3% | +$74.2K | 2.44% | 9 |
|
|
2022
Q4 | $1.92M | Sell |
4,557
-209
| -4% | -$87.9K | 2.01% | 16 |
|
|
2022
Q3 | $1.74M | Buy |
4,766
+136
| +3% | +$49.8K | 1.91% | 18 |
|
|
2022
Q2 | $1.97M | Sell |
4,630
-40
| -0.9% | -$17K | 2.2% | 13 |
|
|
2022
Q1 | $2.51M | Buy |
4,670
+45
| +1% | +$24.2K | 2.33% | 12 |
|
|
2021
Q4 | $3.33M | Sell |
4,625
-40
| -0.9% | -$28.8K | 2.49% | 9 |
|
|
2021
Q3 | $2.66M | Buy |
4,665
+158
| +4% | +$89.9K | 2.13% | 13 |
|
|
2021
Q2 | $2.93M | Buy |
4,507
+41
| +0.9% | +$26.7K | 2.52% | 9 |
|
|
2021
Q1 | $2.66M | Sell |
4,466
-2,119
| -32% | -$1.26M | 2.35% | 11 |
|
|
2020
Q4 | $3.11M | Buy |
+6,585
| New | +$3.11M | 3.13% | 7 |
|
|
2018
Q2 | – | Sell |
-6,220
| Closed | -$1.26M | – | 58 |
|
|
2018
Q1 | $1.26M | Buy |
6,220
+259
| +4% | +$52.6K | 2.24% | 18 |
|
|
2017
Q4 | $1.1M | Sell |
5,961
-1,033
| -15% | -$190K | 1.91% | 21 |
|
|
2017
Q3 | $1.29M | Buy |
6,994
+135
| +2% | +$25K | 2.64% | 10 |
|
|
2017
Q2 | $970K | Buy |
6,859
+200
| +3% | +$28.3K | 1.84% | 19 |
|
|
2017
Q1 | $855K | Buy |
+6,659
| New | +$855K | 1.71% | 27 |
|