WJWM
Williams Jones Wealth Management’s Lam Research LRCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.7M | Buy |
294,764
+994
| +0.3% | +$96.8K | 0.34% | 55 |
|
|
2025
Q1 | $21.4M | Hold |
293,770
| – | – | 0.27% | 65 |
|
|
2024
Q4 | $21.2M | Buy |
293,770
+264,391
| +900% | +$19.1M | 0.26% | 68 |
|
|
2024
Q3 | $24M | Sell |
29,379
-6
| -0% | -$4.9K | 0.28% | 66 |
|
|
2024
Q2 | $31.3M | Sell |
29,385
-150
| -0.5% | -$160K | 0.39% | 50 |
|
|
2024
Q1 | $28.7M | Sell |
29,535
-94
| -0.3% | -$91.3K | 0.37% | 60 |
|
|
2023
Q4 | $23.2M | Buy |
29,629
+54
| +0.2% | +$42.3K | 0.33% | 64 |
|
|
2023
Q3 | $18.5M | Buy |
29,575
+193
| +0.7% | +$121K | 0.28% | 68 |
|
|
2023
Q2 | $18.9M | Buy |
29,382
+13
| +0% | +$8.36K | 0.28% | 71 |
|
|
2023
Q1 | $15.6M | Sell |
29,369
-15
| -0.1% | -$7.95K | 0.24% | 77 |
|
|
2022
Q4 | $12.4M | Buy |
29,384
+14
| +0% | +$5.88K | 0.21% | 88 |
|
|
2022
Q3 | $10.7M | Hold |
29,370
| – | – | 0.19% | 90 |
|
|
2022
Q2 | $12.5M | Buy |
+29,370
| New | +$12.5M | 0.2% | 88 |
|
|
2021
Q3 | – | Sell |
-344
| Closed | -$224K | – | 510 |
|
|
2021
Q2 | $224K | Buy |
+344
| New | +$224K | ﹤0.01% | 450 |
|