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