U.S. Capital 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 | $593K | Buy |
6,094
+192
| +3% | +$18.7K | 0.02% | 554 |
|
2025
Q1 | $429K | Buy |
5,902
+289
| +5% | +$21K | 0.01% | 614 |
|
2024
Q4 | $405K | Buy |
5,613
+1,763
| +46% | +$127K | 0.01% | 607 |
|
2024
Q3 | $314K | Buy |
3,850
+500
| +15% | +$40.8K | 0.01% | 576 |
|
2024
Q2 | $357K | Buy |
3,350
+120
| +4% | +$12.8K | 0.01% | 532 |
|
2024
Q1 | $314K | Buy |
+3,230
| New | +$314K | 0.01% | 557 |
|
2023
Q1 | – | Sell |
-2,590
| Closed | -$109K | – | 1141 |
|
2022
Q4 | $109K | Buy |
+2,590
| New | +$109K | 0.01% | 724 |
|
2022
Q3 | – | Sell |
-77,780
| Closed | -$3.32M | – | 658 |
|
2022
Q2 | $3.32M | Sell |
77,780
-4,010
| -5% | -$171K | 0.15% | 144 |
|
2022
Q1 | $4.4M | Buy |
81,790
+59,890
| +273% | +$3.22M | 0.16% | 131 |
|
2021
Q4 | $1.58M | Buy |
21,900
+1,430
| +7% | +$103K | 0.06% | 311 |
|
2021
Q3 | $1.17M | Buy |
+20,470
| New | +$1.17M | 0.05% | 358 |
|