Wealthcare Advisory Partners’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 | $5.33M | Buy |
54,775
+123
| +0.2% | +$12K | 0.12% | 146 |
|
2025
Q1 | $3.97M | Buy |
+54,652
| New | +$3.97M | 0.11% | 167 |
|
2024
Q3 | – | Sell |
-54,660
| Closed | -$5.82M | – | 892 |
|
2024
Q2 | $5.82M | Sell |
54,660
-2,740
| -5% | -$292K | 0.18% | 99 |
|
2024
Q1 | $5.58M | Buy |
+57,400
| New | +$5.58M | 0.18% | 97 |
|
2021
Q2 | – | Sell |
-320
| Closed | -$19K | – | 1290 |
|
2021
Q1 | $19K | Buy |
+320
| New | +$19K | ﹤0.01% | 1218 |
|
2020
Q2 | – | Sell |
-120
| Closed | -$3K | – | 920 |
|
2020
Q1 | $3K | Buy |
+120
| New | +$3K | ﹤0.01% | 1239 |
|
2019
Q3 | – | Sell |
-290
| Closed | -$5K | – | 1383 |
|
2019
Q2 | $5K | Sell |
290
-400
| -58% | -$6.9K | ﹤0.01% | 1064 |
|
2019
Q1 | $12K | Hold |
690
| – | – | ﹤0.01% | 775 |
|
2018
Q4 | $9K | Buy |
690
+10
| +1% | +$130 | ﹤0.01% | 810 |
|
2018
Q3 | $10K | Sell |
680
-650
| -49% | -$9.56K | ﹤0.01% | 843 |
|
2018
Q2 | $23K | Buy |
1,330
+240
| +22% | +$4.15K | ﹤0.01% | 640 |
|
2018
Q1 | $22K | Buy |
+1,090
| New | +$22K | 0.01% | 565 |
|