Wealthspire Advisors (New York)’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 | $3.38M | Sell |
34,754
-34
| -0.1% | -$3.31K | 0.02% | 203 |
|
2025
Q1 | $2.53M | Buy |
34,788
+17,443
| +101% | +$1.27M | 0.02% | 242 |
|
2024
Q4 | $1.25M | Buy |
17,345
+1,305
| +8% | +$94.3K | 0.01% | 326 |
|
2024
Q3 | $1.31M | Buy |
16,040
+4,540
| +39% | +$371K | 0.01% | 324 |
|
2024
Q2 | $1.22M | Buy |
11,500
+2,200
| +24% | +$234K | 0.02% | 282 |
|
2024
Q1 | $904K | Sell |
9,300
-1,880
| -17% | -$183K | 0.01% | 330 |
|
2023
Q4 | $876K | Buy |
11,180
+1,120
| +11% | +$87.7K | 0.01% | 332 |
|
2023
Q3 | $631K | Buy |
10,060
+6,540
| +186% | +$410K | 0.01% | 351 |
|
2023
Q2 | $226K | Buy |
+3,520
| New | +$226K | ﹤0.01% | 507 |
|
2023
Q1 | – | Sell |
-7,050
| Closed | -$296K | – | 570 |
|
2022
Q4 | $296K | Buy |
+7,050
| New | +$296K | 0.01% | 457 |
|
2022
Q1 | – | Sell |
-8,230
| Closed | -$592K | – | 498 |
|
2021
Q4 | $592K | Buy |
8,230
+1,210
| +17% | +$87K | 0.01% | 299 |
|
2021
Q3 | $400K | Buy |
7,020
+3,780
| +117% | +$215K | 0.01% | 401 |
|
2021
Q2 | $211K | Sell |
3,240
-14,630
| -82% | -$953K | 0.01% | 350 |
|
2021
Q1 | $1.06M | Buy |
17,870
+2,260
| +14% | +$135K | 0.03% | 255 |
|
2020
Q4 | $737K | Buy |
15,610
+5,170
| +50% | +$244K | 0.02% | 248 |
|
2020
Q3 | $346K | Buy |
10,440
+910
| +10% | +$30.2K | 0.02% | 220 |
|
2020
Q2 | $308K | Sell |
9,530
-10,510
| -52% | -$340K | 0.02% | 203 |
|
2020
Q1 | $481K | Buy |
20,040
+11,700
| +140% | +$281K | 0.02% | 296 |
|
2019
Q4 | $244K | Buy |
+8,340
| New | +$244K | 0.02% | 176 |
|
2019
Q1 | – | Sell |
-1,230
| Closed | -$17K | – | 478 |
|
2018
Q4 | $17K | Buy |
+1,230
| New | +$17K | ﹤0.01% | 380 |
|