VHAM
Van Hulzen Asset Management’s Lam Research LRCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.5M | Buy |
158,943
+102,553
| +182% | +$9.98M | 1.29% | 21 |
|
|
2025
Q1 | $4.1M | Sell |
56,390
-800
| -1% | -$58.2K | 0.37% | 62 |
|
|
2024
Q4 | $4.13M | Buy |
57,190
+51,430
| +893% | +$3.71M | 0.3% | 71 |
|
|
2024
Q3 | $4.7M | Buy |
5,760
+153
| +3% | +$125K | 0.34% | 67 |
|
|
2024
Q2 | $5.97M | Buy |
5,607
+30
| +0.5% | +$31.9K | 0.4% | 59 |
|
|
2024
Q1 | $5.42M | Sell |
5,577
-78
| -1% | -$75.8K | 0.36% | 63 |
|
|
2023
Q4 | $4.43M | Buy |
5,655
+76
| +1% | +$59.5K | 0.31% | 64 |
|
|
2023
Q3 | $3.5M | Buy |
5,579
+9
| +0.2% | +$5.64K | 0.27% | 73 |
|
|
2023
Q2 | $3.58M | Hold |
5,570
| – | – | 0.31% | 67 |
|
|
2023
Q1 | $2.95M | Sell |
5,570
-4
| -0.1% | -$2.12K | 0.28% | 72 |
|
|
2022
Q4 | $2.34M | Sell |
5,574
-180
| -3% | -$75.7K | 0.27% | 82 |
|
|
2022
Q3 | $2.11M | Sell |
5,754
-30
| -0.5% | -$11K | 0.26% | 82 |
|
|
2022
Q2 | $2.47M | Buy |
5,784
+13
| +0.2% | +$5.54K | 0.29% | 74 |
|
|
2022
Q1 | $3.1M | Sell |
5,771
-2,045
| -26% | -$1.1M | 0.33% | 70 |
|
|
2021
Q4 | $5.63M | Buy |
7,816
+2,111
| +37% | +$1.52M | 0.62% | 51 |
|
|
2021
Q3 | $3.25M | Buy |
5,705
+20
| +0.4% | +$11.4K | 0.48% | 56 |
|
|
2021
Q2 | $3.7M | Sell |
5,685
-125
| -2% | -$81.3K | 0.55% | 51 |
|
|
2021
Q1 | $3.46M | Sell |
5,810
-643
| -10% | -$383K | 0.55% | 53 |
|
|
2020
Q4 | $3.05M | Buy |
6,453
+15
| +0.2% | +$7.09K | 0.46% | 58 |
|
|
2020
Q3 | $2.14M | Sell |
6,438
-845
| -12% | -$280K | 0.32% | 65 |
|
|
2020
Q2 | $2.36M | Buy |
7,283
+250
| +4% | +$80.9K | 0.35% | 55 |
|
|
2020
Q1 | $1.69M | Sell |
7,033
-60
| -0.8% | -$14.4K | 0.36% | 61 |
|
|
2019
Q4 | $2.07M | Sell |
7,093
-200
| -3% | -$58.5K | 0.4% | 61 |
|
|
2019
Q3 | $1.69M | Sell |
7,293
-150
| -2% | -$34.7K | 0.36% | 58 |
|
|
2019
Q2 | $1.4M | Buy |
7,443
+4,693
| +171% | +$881K | 0.31% | 66 |
|
|
2019
Q1 | $492K | Buy |
+2,750
| New | +$492K | 0.13% | 114 |
|