Thurston Springer Miller Herd & Titak’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	$1.49M	Buy	15,259 +2,274	+18%	+$221K	0.19%	131
2025 Q1	$944K	Buy	12,985 +3,220	+33%	+$234K	0.16%	137
2024 Q4	$705K	Buy	9,765 +2,695	+38%	+$195K	0.14%	152
2024 Q3	$577K	Buy	7,070 +590	+9%	+$48.1K	0.16%	151
2024 Q2	$690K	Buy	+6,480	New	+$690K	0.21%	114