TW
Transform Wealth’s Lam Research LRCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $17.3M | Sell |
237,423
-911
| -0.4% | -$66.4K | 1.05% | 22 |
|
|
2024
Q4 | $17.3M | Buy |
+238,334
| New | +$17.3M | 0.96% | 23 |
|
|
2024
Q3 | – | Sell |
-24,579
| Closed | -$26.2M | – | 230 |
|
|
2024
Q2 | $26.2M | Buy |
24,579
+570
| +2% | +$608K | 1.97% | 9 |
|
|
2024
Q1 | $23.4M | Sell |
24,009
-1,241
| -5% | -$1.21M | 2.22% | 7 |
|
|
2023
Q4 | $19.8M | Buy |
25,250
+1,070
| +4% | +$840K | 1.93% | 9 |
|
|
2023
Q3 | $15.2M | Buy |
24,180
+1,643
| +7% | +$1.03M | 1.6% | 13 |
|
|
2023
Q2 | $14.5M | Sell |
22,537
-55
| -0.2% | -$35.5K | 1.31% | 19 |
|
|
2023
Q1 | $12M | Sell |
22,592
-316
| -1% | -$168K | 1.13% | 29 |
|
|
2022
Q4 | $9.67M | Sell |
22,908
-728
| -3% | -$307K | 1.08% | 29 |
|
|
2022
Q3 | $8.69M | Buy |
23,636
+642
| +3% | +$236K | 1.13% | 25 |
|
|
2022
Q2 | $9.83M | Sell |
22,994
-170
| -0.7% | -$72.7K | 1.46% | 17 |
|
|
2022
Q1 | $12.5M | Buy |
23,164
+197
| +0.9% | +$106K | 1.4% | 17 |
|
|
2021
Q4 | $16.5M | Sell |
22,967
-359
| -2% | -$258K | 1.73% | 12 |
|
|
2021
Q3 | $13.3M | Buy |
23,326
+155
| +0.7% | +$88.2K | 1.52% | 16 |
|
|
2021
Q2 | $15.1M | Buy |
23,171
+11,394
| +97% | +$7.41M | 1.84% | 8 |
|
|
2021
Q1 | $7.01M | Sell |
11,777
-2,217
| -16% | -$1.32M | 1.41% | 15 |
|
|
2020
Q4 | $6.61M | Sell |
13,994
-15,879
| -53% | -$7.5M | 1.38% | 15 |
|
|
2020
Q3 | $9.91M | Buy |
29,873
+437
| +1% | +$145K | 1.6% | 14 |
|
|
2020
Q2 | $9.52M | Buy |
29,436
+24
| +0.1% | +$7.76K | 1.63% | 14 |
|
|
2020
Q1 | $7.06M | Buy |
29,412
+753
| +3% | +$181K | 1.51% | 12 |
|
|
2019
Q4 | $8.38M | Sell |
28,659
-215
| -0.7% | -$62.9K | 1.33% | 12 |
|
|
2019
Q3 | $6.67M | Buy |
28,874
+3,743
| +15% | +$865K | 1.18% | 13 |
|
|
2019
Q2 | $4.72M | Sell |
25,131
-418
| -2% | -$78.5K | 0.69% | 53 |
|
|
2019
Q1 | $4.57M | Sell |
25,549
-2,420
| -9% | -$433K | 0.85% | 47 |
|
|
2018
Q4 | $3.81M | Buy |
27,969
+4,050
| +17% | +$551K | 0.78% | 55 |
|
|
2018
Q3 | $3.63M | Buy |
23,919
+735
| +3% | +$112K | 0.63% | 64 |
|
|
2018
Q2 | $4.01M | Buy |
23,184
+2,451
| +12% | +$424K | 0.72% | 52 |
|
|
2018
Q1 | $4.21M | Buy |
20,733
+2,010
| +11% | +$408K | 0.8% | 40 |
|
|
2017
Q4 | $3.45M | Buy |
18,723
+1,150
| +7% | +$212K | 0.64% | 53 |
|
|
2017
Q3 | $3.25M | Buy |
+17,573
| New | +$3.25M | 1.14% | 16 |
|