Valeo 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 | $1.6M | Buy |
16,174
+873
| +6% | +$86.2K | 0.04% | 202 |
|
2025
Q1 | $1.11M | Sell |
15,301
-2,880
| -16% | -$209K | 0.03% | 242 |
|
2024
Q4 | $1.31M | Buy |
+18,181
| New | +$1.31M | 0.04% | 198 |
|
2024
Q3 | – | Sell |
-14,020
| Closed | -$1.49M | – | 704 |
|
2024
Q2 | $1.49M | Buy |
14,020
+1,070
| +8% | +$114K | 0.05% | 182 |
|
2024
Q1 | $1.15M | Buy |
12,950
+170
| +1% | +$15K | 0.04% | 212 |
|
2023
Q4 | $1M | Buy |
12,780
+2,920
| +30% | +$229K | 0.04% | 220 |
|
2023
Q3 | $618K | Buy |
9,860
+930
| +10% | +$58.3K | 0.03% | 283 |
|
2023
Q2 | $574K | Sell |
8,930
-19,550
| -69% | -$1.26M | 0.03% | 291 |
|
2023
Q1 | $1.51M | Buy |
28,480
+1,810
| +7% | +$95.9K | 0.07% | 158 |
|
2022
Q4 | $1.12M | Sell |
26,670
-8,770
| -25% | -$369K | 0.06% | 176 |
|
2022
Q3 | $1.3M | Buy |
35,440
+160
| +0.5% | +$5.86K | 0.08% | 142 |
|
2022
Q2 | $1.5M | Buy |
35,280
+6,040
| +21% | +$257K | 0.09% | 125 |
|
2022
Q1 | $1.57M | Buy |
29,240
+10,880
| +59% | +$585K | 0.08% | 143 |
|
2021
Q4 | $1.32M | Sell |
18,360
-8,630
| -32% | -$621K | 0.07% | 151 |
|
2021
Q3 | $1.54M | Buy |
+26,990
| New | +$1.54M | 0.09% | 135 |
|
2021
Q2 | – | Sell |
-37,600
| Closed | -$2.24M | – | 1166 |
|
2021
Q1 | $2.24M | Buy |
37,600
+1,280
| +4% | +$76.2K | 0.1% | 108 |
|
2020
Q4 | $1.72M | Buy |
36,320
+14,580
| +67% | +$688K | 0.09% | 116 |
|
2020
Q3 | $721K | Buy |
21,740
+17,740
| +444% | +$588K | 0.06% | 150 |
|
2020
Q2 | $129K | Sell |
4,000
-3,600
| -47% | -$116K | 0.01% | 411 |
|
2020
Q1 | $197K | Buy |
7,600
+2,310
| +44% | +$59.9K | 0.02% | 300 |
|
2019
Q4 | $155K | Sell |
5,290
-3,260
| -38% | -$95.5K | 0.02% | 366 |
|
2019
Q3 | $198K | Buy |
8,550
+1,920
| +29% | +$44.5K | 0.02% | 300 |
|
2019
Q2 | $125K | Buy |
6,630
+4,920
| +288% | +$92.8K | 0.01% | 384 |
|
2019
Q1 | $31K | Sell |
1,710
-24,660
| -94% | -$447K | ﹤0.01% | 661 |
|
2018
Q4 | $359K | Buy |
26,370
+9,320
| +55% | +$127K | 0.05% | 193 |
|
2018
Q3 | $242K | Sell |
17,050
-5,520
| -24% | -$78.3K | 0.03% | 250 |
|
2018
Q2 | $402K | Buy |
+22,570
| New | +$402K | 0.06% | 195 |
|