VWM
Venturi Wealth Management’s Lam Research LRCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.64M | Sell |
16,870
-2,287
| -12% | -$223K | 0.08% | 141 |
|
|
2025
Q1 | $1.39M | Buy |
19,157
+2,632
| +16% | +$191K | 0.07% | 157 |
|
|
2024
Q4 | $1.19M | Buy |
16,525
+15,091
| +1,052% | +$1.09M | 0.06% | 185 |
|
|
2024
Q3 | $1.17M | Sell |
1,434
-110
| -7% | -$89.7K | 0.06% | 174 |
|
|
2024
Q2 | $1.64M | Sell |
1,544
-107
| -6% | -$114K | 0.1% | 128 |
|
|
2024
Q1 | $1.6M | Sell |
1,651
-385
| -19% | -$374K | 0.1% | 117 |
|
|
2023
Q4 | $1.59M | Sell |
2,036
-152
| -7% | -$119K | 0.11% | 108 |
|
|
2023
Q3 | $1.37M | Sell |
2,188
-102
| -4% | -$63.9K | 0.11% | 114 |
|
|
2023
Q2 | $1.47M | Sell |
2,290
-61
| -3% | -$39.2K | 0.12% | 100 |
|
|
2023
Q1 | $1.25M | Sell |
2,351
-200
| -8% | -$106K | 0.1% | 119 |
|
|
2022
Q4 | $1.07M | Buy |
2,551
+158
| +7% | +$66.4K | 0.09% | 153 |
|
|
2022
Q3 | $875K | Buy |
2,393
+395
| +20% | +$144K | 0.08% | 152 |
|
|
2022
Q2 | $851K | Buy |
1,998
+83
| +4% | +$35.4K | 0.08% | 162 |
|
|
2022
Q1 | $1.03M | Buy |
1,915
+51
| +3% | +$27.4K | 0.08% | 152 |
|
|
2021
Q4 | $1.34M | Sell |
1,864
-17
| -0.9% | -$12.2K | 0.1% | 126 |
|
|
2021
Q3 | $1.07M | Sell |
1,881
-547
| -23% | -$311K | 0.09% | 148 |
|
|
2021
Q2 | $1.58M | Sell |
2,428
-144
| -6% | -$93.7K | 0.14% | 101 |
|
|
2021
Q1 | $1.53M | Sell |
2,572
-545
| -17% | -$324K | 0.15% | 99 |
|
|
2020
Q4 | $1.47M | Buy |
3,117
+7
| +0.2% | +$3.31K | 0.15% | 94 |
|
|
2020
Q3 | $1.03M | Buy |
3,110
+925
| +42% | +$307K | 0.12% | 126 |
|
|
2020
Q2 | $707K | Buy |
+2,185
| New | +$707K | 0.09% | 135 |
|