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 |
|