VAM

Valliance Asset Management’s Lam Research LRCX Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-50,000	Closed	-$3.64M	–	16
2025 Q1	$3.64M	Buy	+50,000	New	+$3.64M	8.22%	1
2024 Q3	–	Sell	-2,980	Closed	-$3.17M	–	12
2024 Q2	$3.17M	Buy	+2,980	New	+$3.17M	4.81%	7