Wealthspire Advisors (Maryland)’s Lam Research LRCX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
$409K Buy
12,320
+1,210
+11% +$40.2K 0.01% 305
2020
Q2
$359K Sell
11,110
-550
-5% -$17.8K 0.03% 310
2020
Q1
$280K Sell
11,660
-330
-3% -$7.93K 0.02% 314
2019
Q4
$351K Buy
11,990
+1,220
+11% +$35.7K 0.02% 342
2019
Q3
$249K Sell
10,770
-340
-3% -$7.86K 0.02% 386
2019
Q2
$209K Sell
11,110
-690
-6% -$13K 0.02% 428
2019
Q1
$211K Sell
11,800
-130
-1% -$2.33K 0.02% 422
2018
Q4
$162K Sell
11,930
-530
-4% -$7.2K 0.01% 451
2018
Q3
$189K Sell
12,460
-1,500
-11% -$22.8K 0.02% 474
2018
Q2
$241K Sell
13,960
-1,970
-12% -$34K 0.02% 411
2018
Q1
$324K Sell
15,930
-2,750
-15% -$55.9K 0.03% 341
2017
Q4
$344K Buy
18,680
+2,310
+14% +$42.5K 0.03% 339
2017
Q3
$303K Buy
16,370
+2,130
+15% +$39.4K 0.03% 357
2017
Q2
$201K Buy
14,240
+9,150
+180% +$129K 0.02% 450
2017
Q1
$65K Buy
5,090
+320
+7% +$4.09K 0.01% 730
2016
Q4
$50K Buy
4,770
+1,160
+32% +$12.2K 0.01% 766
2016
Q3
$34K Sell
3,610
-150
-4% -$1.41K 0.01% 889
2016
Q2
$32K Hold
3,760
0.01% 844
2016
Q1
$31K Sell
3,760
-2,020
-35% -$16.7K 0.01% 827
2015
Q4
$46K Buy
+5,780
New +$46K 0.01% 738