Vivaldi Capital Management’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
$366K Buy
3,763
+46
+1% +$4.48K 0.06% 192
2025
Q1
$270K Sell
3,717
-8
-0.2% -$582 0.04% 220
2024
Q4
$282K Buy
3,725
+485
+15% +$36.7K 0.04% 218
2024
Q3
$264K Hold
3,240
0.08% 174
2024
Q2
$345K Buy
3,240
+230
+8% +$24.5K 0.1% 154
2024
Q1
$276K Sell
3,010
-50
-2% -$4.58K 0.08% 177
2023
Q4
$273K Buy
+3,060
New +$273K 0.08% 177