Waverly Advisors’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 | $725K | Sell |
7,449
-484
| -6% | -$47.1K | 0.01% | 698 |
|
|
2025
Q1 | $577K | Buy |
7,933
+680
| +9% | +$49.4K | 0.01% | 734 |
|
|
2024
Q4 | $524K | Buy |
7,253
+1,633
| +29% | +$118K | 0.01% | 670 |
|
|
2024
Q3 | $459K | Sell |
5,620
-3,650
| -39% | -$298K | 0.01% | 604 |
|
|
2024
Q2 | $987K | Buy |
9,270
+230
| +3% | +$24.5K | 0.02% | 434 |
|
|
2024
Q1 | $878K | Buy |
9,040
+3,500
| +63% | +$340K | 0.02% | 389 |
|
|
2023
Q4 | $434K | Buy |
5,540
+350
| +7% | +$27.4K | 0.02% | 316 |
|
|
2023
Q3 | $325K | Buy |
+5,190
| New | +$325K | 0.01% | 311 |
|
|
2015
Q4 | – | Sell |
-3,430
| Closed | -$22K | – | 279 |
|
|
2015
Q3 | $22K | Buy |
+3,430
| New | +$22K | 0.02% | 253 |
|