VWA
V Wealth Advisors’s Lam Research LRCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5,970
| Closed | -$3.84M | – | 256 |
|
|
2023
Q2 | $3.84M | Sell |
5,970
-51
| -0.8% | -$32.8K | 0.64% | 27 |
|
|
2023
Q1 | $3.19M | Sell |
6,021
-34
| -0.6% | -$18K | 0.6% | 30 |
|
|
2022
Q4 | $2.55M | Sell |
6,055
-22
| -0.4% | -$9.25K | 0.53% | 38 |
|
|
2022
Q3 | $2.23M | Buy |
6,077
+202
| +3% | +$74K | 0.45% | 44 |
|
|
2022
Q2 | $2.5M | Buy |
5,875
+20
| +0.3% | +$8.52K | 0.47% | 38 |
|
|
2022
Q1 | $3.15M | Buy |
5,855
+104
| +2% | +$55.9K | 0.5% | 32 |
|
|
2021
Q4 | $4.14M | Buy |
5,751
+48
| +0.8% | +$34.5K | 0.61% | 28 |
|
|
2021
Q3 | $3.25M | Sell |
5,703
-842
| -13% | -$479K | 0.5% | 35 |
|
|
2021
Q2 | $4.26M | Sell |
6,545
-76
| -1% | -$49.5K | 0.68% | 23 |
|
|
2021
Q1 | $3.94M | Sell |
6,621
-734
| -10% | -$437K | 0.72% | 19 |
|
|
2020
Q4 | $3.47M | Buy |
+7,355
| New | +$3.47M | 0.72% | 18 |
|
|
2020
Q3 | – | Sell |
-8,280
| Closed | -$2.68M | – | 260 |
|
|
2020
Q2 | $2.68M | Sell |
8,280
-1,510
| -15% | -$488K | 0.7% | 21 |
|
|
2020
Q1 | $2.35M | Sell |
9,790
-549
| -5% | -$132K | 0.73% | 22 |
|
|
2019
Q4 | $2.39M | Hold |
10,339
| – | – | 0.85% | 18 |
|
|
2019
Q3 | $2.39M | Sell |
10,339
-1,621
| -14% | -$375K | 0.85% | 18 |
|
|
2019
Q2 | $2.26M | Buy |
11,960
+65
| +0.5% | +$12.3K | 0.86% | 20 |
|
|
2019
Q1 | $2.33M | Sell |
11,895
-107
| -0.9% | -$21K | 0.94% | 19 |
|
|
2018
Q4 | $1.64M | Sell |
12,002
-390
| -3% | -$53.4K | 0.84% | 32 |
|
|
2018
Q3 | $1.88M | Sell |
12,392
-2,065
| -14% | -$314K | 0.87% | 30 |
|
|
2018
Q2 | $2.56M | Buy |
14,457
+40
| +0.3% | +$7.08K | 1.43% | 11 |
|
|
2018
Q1 | $2.8M | Buy |
14,417
+453
| +3% | +$88K | 1.49% | 9 |
|
|
2017
Q4 | $2.67M | Sell |
13,964
-1,887
| -12% | -$361K | 1.34% | 16 |
|
|
2017
Q3 | $2.93M | Sell |
15,851
-3,315
| -17% | -$613K | 1.49% | 11 |
|
|
2017
Q2 | $2.72M | Sell |
19,166
-294
| -2% | -$41.7K | 1.27% | 12 |
|
|
2017
Q1 | $2.49M | Buy |
19,460
+590
| +3% | +$75.5K | 1.53% | 11 |
|
|
2016
Q4 | $2M | Sell |
18,870
-1,550
| -8% | -$164K | 1.47% | 15 |
|
|
2016
Q3 | $1.94M | Buy |
20,420
+750
| +4% | +$71.2K | 1.57% | 10 |
|
|
2016
Q2 | $1.65M | Sell |
19,670
-314
| -2% | -$26.3K | 1.35% | 20 |
|
|
2016
Q1 | $1.64M | Buy |
+19,984
| New | +$1.64M | 1.31% | 26 |
|