WAM
Walker Asset Management’s Lam Research LRCX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $377K | Buy |
3,876
+14
| +0.4% | +$1.36K | 0.22% | 81 |
|
2025
Q1 | $281K | Buy |
3,862
+281
| +8% | +$20.4K | 0.17% | 106 |
|
2024
Q4 | $259K | Buy |
3,581
+3,224
| +903% | +$233K | 0.16% | 113 |
|
2024
Q3 | $291K | Hold |
357
| – | – | 0.18% | 99 |
|
2024
Q2 | $380K | Buy |
357
+1
| +0.3% | +$1.06K | 0.26% | 73 |
|
2024
Q1 | $346K | Buy |
356
+1
| +0.3% | +$971 | 0.23% | 83 |
|
2023
Q4 | $278K | Buy |
355
+1
| +0.3% | +$783 | 0.2% | 98 |
|
2023
Q3 | $222K | Buy |
354
+1
| +0.3% | +$626 | 0.2% | 84 |
|
2023
Q2 | $227K | Buy |
+353
| New | +$227K | 0.19% | 80 |
|
2022
Q1 | – | Sell |
-287
| Closed | -$206K | – | 95 |
|
2021
Q4 | $206K | Buy |
+287
| New | +$206K | 0.18% | 80 |
|