Verdad Advisers’s Lam Research LRCX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-5,140
Closed -$547K 121
2024
Q2
$547K Sell
5,140
-2,590
-34% -$276K 0.63% 66
2024
Q1
$751K Buy
+7,730
New +$751K 0.82% 38