WFG Advisors’s Lam Research LRCX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $423K | Buy |
29,920
+5,240
| +21% | +$74.1K | 0.1% | 222 |
|
|
2017
Q1 | $317K | Sell |
24,680
-67,340
| -73% | -$865K | 0.08% | 249 |
|
|
2016
Q4 | $973K | Buy |
92,020
+63,340
| +221% | +$670K | 0.24% | 104 |
|
|
2016
Q3 | $272K | Buy |
28,680
+1,000
| +4% | +$9.48K | 0.07% | 289 |
|
|
2016
Q2 | $233K | Buy |
27,680
+24,980
| +925% | +$210K | 0.06% | 293 |
|
|
2016
Q1 | $22K | Hold |
2,700
| – | – | 0.01% | 864 |
|
|
2015
Q4 | $21K | Hold |
2,700
| – | – | 0.01% | 884 |
|
|
2015
Q3 | $18K | Buy |
2,700
+20
| +0.7% | +$133 | 0.01% | 931 |
|
|
2015
Q2 | $22K | Sell |
2,680
-510
| -16% | -$4.19K | 0.01% | 948 |
|
|
2015
Q1 | $22K | Hold |
3,190
| – | – | 0.01% | 951 |
|
|
2014
Q4 | $25K | Buy |
3,190
+10
| +0.3% | +$78 | 0.01% | 1140 |
|
|
2014
Q3 | $24K | Hold |
3,180
| – | – | ﹤0.01% | 1202 |
|
|
2014
Q2 | $21K | Hold |
3,180
| – | – | ﹤0.01% | 1250 |
|
|
2014
Q1 | $17K | Sell |
3,180
-770
| -19% | -$4.12K | ﹤0.01% | 1299 |
|
|
2013
Q4 | $22K | Buy |
3,950
+1,730
| +78% | +$9.64K | ﹤0.01% | 1315 |
|
|
2013
Q3 | $11K | Buy |
2,220
+540
| +32% | +$2.68K | ﹤0.01% | 1487 |
|
|
2013
Q2 | $7K | Buy |
+1,680
| New | +$7K | ﹤0.01% | 1571 |
|