Triad Wealth Partners’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 | $296K | Sell |
3,038
-1,162
| -28% | -$113K | 0.06% | 219 |
|
2025
Q1 | $305K | Buy |
4,200
+616
| +17% | +$44.8K | 0.09% | 158 |
|
2024
Q4 | $259K | Buy |
+3,584
| New | +$259K | 0.09% | 155 |
|
2024
Q3 | – | Sell |
-3,200
| Closed | -$341K | – | 537 |
|
2024
Q2 | $341K | Buy |
+3,200
| New | +$341K | 0.18% | 57 |
|