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