Watershed 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
Q2 | $568K | Sell |
5,840
-320
| -5% | -$31.1K | 0.21% | 64 |
|
|
2025
Q1 | $448K | Hold |
6,160
| – | – | 0.18% | 73 |
|
|
2024
Q4 | $445K | Buy |
+6,160
| New | +$445K | 0.17% | 73 |
|
|
2024
Q3 | – | Sell |
-6,550
| Closed | -$697K | – | 120 |
|
|
2024
Q2 | $697K | Sell |
6,550
-10
| -0.2% | -$1.07K | 0.3% | 60 |
|
|
2024
Q1 | $637K | Hold |
6,560
| – | – | 0.28% | 65 |
|
|
2023
Q4 | $514K | Hold |
6,560
| – | – | 0.28% | 63 |
|
|
2023
Q3 | $411K | Hold |
6,560
| – | – | 0.25% | 66 |
|
|
2023
Q2 | $422K | Hold |
6,560
| – | – | 0.26% | 63 |
|
|
2023
Q1 | $348K | Hold |
6,560
| – | – | 0.24% | 67 |
|
|
2022
Q4 | $276K | Buy |
+6,560
| New | +$276K | 0.21% | 68 |
|