V Wealth Advisors’s Lam Research LRCX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-59,700
| Closed | -$3.84M | – | 257 |
|
|
2023
Q2 | $3.84M | Sell |
59,700
-510
| -0.8% | -$28.7K | 0.64% | 28 |
|
|
2023
Q1 | $3.19M | Sell |
60,210
-340
| -0.6% | -$16.7K | 0.6% | 30 |
|
|
2022
Q4 | $2.55M | Sell |
60,550
-220
| -0.4% | -$9.2K | 0.53% | 38 |
|
|
2022
Q3 | $2.23M | Buy |
60,770
+2,020
| +3% | +$89.9K | 0.45% | 44 |
|
|
2022
Q2 | $2.5M | Buy |
58,750
+200
| +0.3% | +$9.52K | 0.47% | 38 |
|
|
2022
Q1 | $3.15M | Buy |
58,550
+1,040
| +2% | +$60.5K | 0.5% | 32 |
|
|
2021
Q4 | $4.14M | Buy |
57,510
+480
| +0.8% | +$30.1K | 0.61% | 28 |
|
|
2021
Q3 | $3.25M | Sell |
57,030
-8,420
| -13% | -$512K | 0.5% | 35 |
|
|
2021
Q2 | $4.26M | Sell |
65,450
-760
| -1% | -$48K | 0.68% | 23 |
|
|
2021
Q1 | $3.94M | Sell |
66,210
-7,340
| -10% | -$400K | 0.72% | 19 |
|
|
2020
Q4 | $3.47M | Buy |
+73,550
| New | +$3.09M | 0.72% | 18 |
|
|
2020
Q3 | – | Sell |
-82,800
| Closed | -$2.68M | – | 264 |
|
|
2020
Q2 | $2.68M | Sell |
82,800
-15,100
| -15% | -$412K | 0.7% | 21 |
|
|
2020
Q1 | $2.35M | Sell |
97,900
-5,490
| -5% | -$158K | 0.73% | 22 |
|
|
2019
Q4 | $2.39M | Hold |
103,390
| – | – | 0.85% | 18 |
|
|
2019
Q3 | $2.39M | Sell |
103,390
-16,210
| -14% | -$340K | 0.85% | 18 |
|
|
2019
Q2 | $2.26M | Buy |
119,600
+650
| +0.5% | +$12.3K | 0.86% | 20 |
|
|
2019
Q1 | $2.33M | Sell |
118,950
-1,070
| -0.9% | -$17.9K | 0.94% | 19 |
|
|
2018
Q4 | $1.64M | Sell |
120,020
-3,900
| -3% | -$55.9K | 0.84% | 32 |
|
|
2018
Q3 | $1.88M | Sell |
123,920
-20,650
| -14% | -$353K | 0.87% | 30 |
|
|
2018
Q2 | $2.56M | Buy |
144,570
+400
| +0.3% | +$7.71K | 1.43% | 11 |
|
|
2018
Q1 | $2.8M | Buy |
144,170
+4,530
| +3% | +$89.7K | 1.49% | 9 |
|
|
2017
Q4 | $2.67M | Sell |
139,640
-18,870
| -12% | -$371K | 1.34% | 16 |
|
|
2017
Q3 | $2.93M | Sell |
158,510
-33,150
| -17% | -$538K | 1.49% | 11 |
|
|
2017
Q2 | $2.72M | Sell |
191,660
-2,940
| -2% | -$43.1K | 1.27% | 12 |
|
|
2017
Q1 | $2.49M | Buy |
194,600
+5,900
| +3% | +$69.4K | 1.53% | 11 |
|
|
2016
Q4 | $2M | Sell |
188,700
-15,500
| -8% | -$157K | 1.47% | 15 |
|
|
2016
Q3 | $1.94M | Buy |
204,200
+7,500
| +4% | +$68.2K | 1.57% | 10 |
|
|
2016
Q2 | $1.65M | Sell |
196,700
-3,140
| -2% | -$25.2K | 1.35% | 20 |
|
|
2016
Q1 | $1.64M | Buy |
+199,840
| New | +$1.45M | 1.31% | 26 |
|
Other funds holding LRCX
V Wealth Advisors's LRCX Position: Q3 2023 in Review
V Wealth Advisors sold out of Lam Research (LRCX) in Q3 2023, closing a stake of 59,700 shares — an estimated $3.84M sold.
V Wealth Advisors first reported a position in LRCX in Q1 2016 and held it in 29 quarters. The position peaked at $4.26M in Q2 2021. 1,449 funds tracked by Wall St. Rank hold LRCX as of Q3 2023.
- V Wealth Advisors reported no remaining Lam Research position as of Q3 2023 after selling out during the quarter.
- V Wealth Advisors sold 59,700 Lam Research shares in Q3 2023, an estimated $3.84M.
- V Wealth Advisors first reported a position in Lam Research in Q1 2016 and held it in 29 quarters.
- V Wealth Advisors's Lam Research position peaked at $4.26M in Q2 2021.
- 1,449 funds tracked by Wall St. Rank held Lam Research as of Q3 2023.
Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.