TRUE Private Wealth Advisors’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 | $444K | Buy |
4,557
+1
| +0% | +$97 | 0.05% | 159 |
|
|
2025
Q1 | $331K | Buy |
4,556
+600
| +15% | +$43.6K | 0.04% | 174 |
|
|
2024
Q4 | $286K | Buy |
+3,956
| New | +$286K | 0.03% | 188 |
|
|
2024
Q3 | – | Sell |
-3,900
| Closed | -$415K | – | 249 |
|
|
2024
Q2 | $415K | Buy |
3,900
+130
| +3% | +$13.8K | 0.05% | 183 |
|
|
2024
Q1 | $366K | Sell |
3,770
-10
| -0.3% | -$972 | 0.04% | 206 |
|
|
2023
Q4 | $296K | Buy |
3,780
+150
| +4% | +$11.7K | 0.04% | 221 |
|
|
2023
Q3 | $228K | Buy |
3,630
+120
| +3% | +$7.52K | 0.03% | 237 |
|
|
2023
Q2 | $226K | Buy |
+3,510
| New | +$226K | 0.03% | 218 |
|
|
2022
Q2 | – | Sell |
-4,020
| Closed | -$203K | – | 242 |
|
|
2022
Q1 | $203K | Hold |
4,020
| – | – | 0.03% | 227 |
|
|
2021
Q4 | $289K | Hold |
4,020
| – | – | 0.04% | 208 |
|
|
2021
Q3 | $229K | Hold |
4,020
| – | – | 0.03% | 216 |
|
|
2021
Q2 | $262K | Hold |
4,020
| – | – | 0.04% | 194 |
|
|
2021
Q1 | $240K | Sell |
4,020
-500
| -11% | -$29.9K | 0.04% | 201 |
|
|
2020
Q4 | $214K | Buy |
4,520
+500
| +12% | +$23.7K | 0.04% | 189 |
|
|
2020
Q3 | $133K | Hold |
4,020
| – | – | 0.02% | 220 |
|
|
2020
Q2 | $130K | Hold |
4,020
| – | – | 0.02% | 213 |
|
|
2020
Q1 | $96K | Sell |
4,020
-180
| -4% | -$4.3K | 0.02% | 214 |
|
|
2019
Q4 | $123K | Buy |
+4,200
| New | +$123K | 0.02% | 267 |
|
|
2019
Q3 | – | Sell |
-4,200
| Closed | -$79K | – | 513 |
|
|
2019
Q2 | $79K | Buy |
+4,200
| New | +$79K | 0.01% | 293 |
|
|
2018
Q4 | – | Sell |
-5,770
| Closed | -$87.5K | – | 634 |
|
|
2018
Q3 | $87.5K | Buy |
+5,770
| New | +$87.5K | 0.01% | 381 |
|