WealthSource Partners’s Lam Research LRCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $237K | Buy |
+3,030
| New | +$237K | 0.02% | 451 |
|
|
2023
Q3 | – | Sell |
-3,210
| Closed | -$206K | – | 503 |
|
|
2023
Q2 | $206K | Buy |
+3,210
| New | +$206K | 0.01% | 468 |
|
|
2022
Q2 | – | Sell |
-4,240
| Closed | -$228K | – | 562 |
|
|
2022
Q1 | $228K | Sell |
4,240
-520
| -11% | -$28K | 0.02% | 519 |
|
|
2021
Q4 | $343K | Sell |
4,760
-30
| -0.6% | -$2.16K | 0.03% | 394 |
|
|
2021
Q3 | $273K | Sell |
4,790
-40
| -0.8% | -$2.28K | 0.02% | 420 |
|
|
2021
Q2 | $314K | Sell |
4,830
-2,250
| -32% | -$146K | 0.03% | 357 |
|
|
2021
Q1 | $422K | Sell |
7,080
-40
| -0.6% | -$2.38K | 0.04% | 271 |
|
|
2020
Q4 | $336K | Sell |
7,120
-980
| -12% | -$46.2K | 0.04% | 270 |
|
|
2020
Q3 | $269K | Sell |
8,100
-580
| -7% | -$19.3K | 0.04% | 284 |
|
|
2020
Q2 | $281K | Sell |
8,680
-1,890
| -18% | -$61.2K | 0.04% | 249 |
|
|
2020
Q1 | $254K | Sell |
10,570
-1,390
| -12% | -$33.4K | 0.04% | 263 |
|
|
2019
Q4 | $350K | Sell |
11,960
-3,820
| -24% | -$112K | 0.05% | 284 |
|
|
2019
Q3 | $365K | Buy |
15,780
+4,950
| +46% | +$114K | 0.05% | 291 |
|
|
2019
Q2 | $203K | Buy |
+10,830
| New | +$203K | 0.03% | 422 |
|