Thames Capital 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
Q3 | – | Sell |
-82,540
| Closed | -$8.79M | – | 41 |
|
|
2024
Q2 | $8.79M | Buy |
82,540
+24,750
| +43% | +$2.64M | 3.44% | 15 |
|
|
2024
Q1 | $5.61M | Buy |
+57,790
| New | +$5.61M | 2.34% | 20 |
|
|
2021
Q3 | – | Sell |
-10,910
| Closed | -$710K | – | 55 |
|
|
2021
Q2 | $710K | Hold |
10,910
| – | – | 0.17% | 48 |
|
|
2021
Q1 | $649K | Buy |
+10,910
| New | +$649K | 0.15% | 55 |
|