Wealthquest’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
$347K Buy
3,564
+38
+1% +$3.7K 0.03% 96
2025
Q1
$256K Buy
3,526
+16
+0.5% +$1.16K 0.02% 108
2024
Q4
$254K Buy
3,510
+140
+4% +$10.1K 0.02% 109
2024
Q3
$269K Hold
3,370
0.02% 104
2024
Q2
$359K Hold
3,370
0.04% 89
2024
Q1
$327K Buy
3,370
+20
+0.6% +$1.94K 0.04% 99
2023
Q4
$262K Buy
+3,350
New +$262K 0.03% 117