Waldron Private Wealth’s Lam Research LRCX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7,068
| Closed | -$511K | – | 365 |
|
|
2024
Q4 | $511K | Buy |
+7,068
| New | +$511K | 0.02% | 249 |
|
|
2024
Q3 | – | Sell |
-5,450
| Closed | -$581K | – | 501 |
|
|
2024
Q2 | $581K | Sell |
5,450
-30
| -0.5% | -$3.2K | 0.03% | 209 |
|
|
2024
Q1 | $534K | Buy |
5,480
+70
| +1% | +$6.82K | 0.02% | 230 |
|
|
2023
Q4 | $425K | Buy |
5,410
+280
| +5% | +$22K | 0.02% | 253 |
|
|
2023
Q3 | $323K | Buy |
5,130
+60
| +1% | +$3.77K | 0.02% | 274 |
|
|
2023
Q2 | $327K | Sell |
5,070
-2,260
| -31% | -$146K | 0.02% | 276 |
|
|
2023
Q1 | $390K | Buy |
7,330
+1,380
| +23% | +$73.4K | 0.02% | 293 |
|
|
2022
Q4 | $219K | Hold |
5,950
| – | – | 0.01% | 342 |
|
|
2022
Q3 | $219K | Sell |
5,950
-1,710
| -22% | -$62.9K | 0.01% | 344 |
|
|
2022
Q2 | $327K | Buy |
7,660
+1,420
| +23% | +$60.6K | 0.02% | 289 |
|
|
2022
Q1 | $336K | Buy |
6,240
+390
| +7% | +$21K | 0.02% | 291 |
|
|
2021
Q4 | $421K | Sell |
5,850
-40
| -0.7% | -$2.88K | 0.02% | 269 |
|
|
2021
Q3 | $336K | Buy |
5,890
+1,200
| +26% | +$68.5K | 0.02% | 267 |
|
|
2021
Q2 | $305K | Buy |
4,690
+480
| +11% | +$31.2K | 0.02% | 270 |
|
|
2021
Q1 | $251K | Buy |
+4,210
| New | +$251K | 0.02% | 259 |
|