United Capital Financial 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 | $7.28M | Sell |
74,775
-4,364
| -6% | -$425K | 0.06% | 239 |
|
|
2025
Q1 | $5.75M | Buy |
79,139
+5,959
| +8% | +$433K | 0.05% | 256 |
|
|
2024
Q4 | $5.29M | Buy |
73,180
+1,290
| +2% | +$93.2K | 0.04% | 252 |
|
|
2024
Q3 | $5.87M | Sell |
71,890
-1,390
| -2% | -$113K | 0.05% | 241 |
|
|
2024
Q2 | $7.8M | Sell |
73,280
-1,660
| -2% | -$177K | 0.07% | 205 |
|
|
2024
Q1 | $7.28M | Sell |
74,940
-14,430
| -16% | -$1.4M | 0.06% | 216 |
|
|
2023
Q4 | $7M | Sell |
89,370
-32,660
| -27% | -$2.56M | 0.06% | 239 |
|
|
2023
Q3 | $7.65M | Sell |
122,030
-9,320
| -7% | -$584K | 0.05% | 254 |
|
|
2023
Q2 | $8.44M | Sell |
131,350
-7,280
| -5% | -$468K | 0.05% | 259 |
|
|
2023
Q1 | $7.35M | Sell |
138,630
-5,330
| -4% | -$283K | 0.04% | 279 |
|
|
2022
Q4 | $6.05M | Sell |
143,960
-39,830
| -22% | -$1.67M | 0.03% | 305 |
|
|
2022
Q3 | $6.73M | Sell |
183,790
-10,780
| -6% | -$395K | 0.04% | 288 |
|
|
2022
Q2 | $8.29M | Buy |
194,570
+1,760
| +0.9% | +$75K | 0.05% | 278 |
|
|
2022
Q1 | $10.4M | Sell |
192,810
-47,020
| -20% | -$2.53M | 0.05% | 273 |
|
|
2021
Q4 | $17.2M | Sell |
239,830
-6,900
| -3% | -$496K | 0.08% | 219 |
|
|
2021
Q3 | $14M | Buy |
246,730
+15,990
| +7% | +$910K | 0.07% | 235 |
|
|
2021
Q2 | $15M | Buy |
230,740
+4,240
| +2% | +$276K | 0.08% | 225 |
|
|
2021
Q1 | $13.5M | Buy |
226,500
+20,400
| +10% | +$1.21M | 0.07% | 228 |
|
|
2020
Q4 | $9.73M | Buy |
206,100
+32,480
| +19% | +$1.53M | 0.06% | 258 |
|
|
2020
Q3 | $5.76M | Buy |
173,620
+44,970
| +35% | +$1.49M | 0.04% | 320 |
|
|
2020
Q2 | $4.16M | Buy |
128,650
+33,250
| +35% | +$1.08M | 0.03% | 390 |
|
|
2020
Q1 | $2.29M | Sell |
95,400
-30,820
| -24% | -$740K | 0.02% | 468 |
|
|
2019
Q4 | $3.69M | Buy |
126,220
+14,960
| +13% | +$437K | 0.02% | 475 |
|
|
2019
Q3 | $2.57M | Sell |
111,260
-11,520
| -9% | -$266K | 0.02% | 534 |
|
|
2019
Q2 | $2.31M | Buy |
122,780
+4,820
| +4% | +$90.5K | 0.02% | 577 |
|
|
2019
Q1 | $2.07M | Buy |
117,960
+52,500
| +80% | +$922K | 0.01% | 578 |
|
|
2018
Q4 | $891K | Sell |
65,460
-628,160
| -91% | -$8.55M | 0.01% | 743 |
|
|
2018
Q3 | $10.5M | Buy |
693,620
+65,280
| +10% | +$990K | 0.07% | 294 |
|
|
2018
Q2 | $10.9M | Buy |
628,340
+281,820
| +81% | +$4.87M | 0.08% | 285 |
|
|
2018
Q1 | $7.04M | Buy |
346,520
+209,900
| +154% | +$4.26M | 0.05% | 354 |
|
|
2017
Q4 | $2.52M | Sell |
136,620
-60,660
| -31% | -$1.12M | 0.02% | 539 |
|
|
2017
Q3 | $3.65M | Buy |
197,280
+56,680
| +40% | +$1.05M | 0.03% | 443 |
|
|
2017
Q2 | $1.99M | Sell |
140,600
-20,400
| -13% | -$288K | 0.02% | 580 |
|
|
2017
Q1 | $2.07M | Buy |
161,000
+7,330
| +5% | +$94.1K | 0.02% | 559 |
|
|
2016
Q4 | $1.63M | Sell |
153,670
-12,020
| -7% | -$127K | 0.02% | 612 |
|
|
2016
Q3 | $1.57M | Sell |
165,690
-8,880
| -5% | -$84.1K | 0.02% | 650 |
|
|
2016
Q2 | $1.47M | Buy |
174,570
+9,190
| +6% | +$77.2K | 0.01% | 626 |
|
|
2016
Q1 | $1.37M | Buy |
165,380
+4,180
| +3% | +$34.5K | 0.02% | 625 |
|
|
2015
Q4 | $1.28M | Buy |
161,200
+29,530
| +22% | +$234K | 0.01% | 636 |
|
|
2015
Q3 | $860K | Buy |
+131,670
| New | +$860K | 0.01% | 733 |
|