Willner & Heller’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
$1.22M Buy
12,526
+1,350
+12% +$131K 1.03% 25
2025
Q1
$812K Buy
11,176
+33
+0.3% +$2.4K 0.75% 37
2024
Q4
$805K Buy
+11,143
New +$805K 0.71% 40
2024
Q3
Sell
-9,090
Closed -$968K 158
2024
Q2
$968K Buy
9,090
+20
+0.2% +$2.13K 0.93% 31
2024
Q1
$882K Sell
9,070
-840
-8% -$81.7K 0.88% 35
2023
Q4
$776K Buy
+9,910
New +$776K 0.87% 36
2022
Q4
$574K Sell
13,660
-790
-5% -$33.2K 0.82% 44
2022
Q3
$529K Sell
14,450
-1,780
-11% -$65.2K 0.85% 42
2022
Q2
$691K Buy
+16,230
New +$691K 1.07% 29