WAS
Winch Advisory Services’s Lam Research LRCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $324K | Buy |
3,326
+17
| +0.5% | +$1.66K | 0.08% | 80 |
|
|
2025
Q1 | $241K | Buy |
3,309
+129
| +4% | +$9.38K | 0.06% | 85 |
|
|
2024
Q4 | $230K | Buy |
3,180
+2,934
| +1,193% | +$212K | 0.06% | 84 |
|
|
2024
Q3 | $201K | Hold |
246
| – | – | 0.06% | 90 |
|
|
2024
Q2 | $262K | Hold |
246
| – | – | 0.07% | 77 |
|
|
2024
Q1 | $239K | Buy |
246
+1
| +0.4% | +$970 | 0.07% | 75 |
|
|
2023
Q4 | $192K | Sell |
245
-3
| -1% | -$2.35K | 0.06% | 80 |
|
|
2023
Q3 | $155K | Buy |
248
+9
| +4% | +$5.63K | 0.06% | 84 |
|
|
2023
Q2 | $154K | Hold |
239
| – | – | 0.06% | 84 |
|
|
2023
Q1 | $127K | Hold |
239
| – | – | 0.05% | 90 |
|
|
2022
Q4 | $100K | Buy |
239
+26
| +12% | +$10.9K | 0.04% | 98 |
|
|
2022
Q3 | $78K | Hold |
213
| – | – | 0.03% | 95 |
|
|
2022
Q2 | $91K | Buy |
213
+12
| +6% | +$5.13K | 0.04% | 96 |
|
|
2022
Q1 | $108K | Sell |
201
-12
| -6% | -$6.45K | 0.04% | 95 |
|
|
2021
Q4 | $154K | Buy |
213
+85
| +66% | +$61.5K | 0.05% | 80 |
|
|
2021
Q3 | $73K | Buy |
128
+14
| +12% | +$7.98K | 0.03% | 107 |
|
|
2021
Q2 | $74K | Hold |
114
| – | – | 0.03% | 107 |
|
|
2021
Q1 | $68K | Hold |
114
| – | – | 0.03% | 100 |
|
|
2020
Q4 | $54K | Buy |
114
+6
| +6% | +$2.84K | 0.02% | 98 |
|
|
2020
Q3 | $36K | Hold |
108
| – | – | 0.02% | 109 |
|
|
2020
Q2 | $35K | Buy |
108
+18
| +20% | +$5.83K | 0.02% | 107 |
|
|
2020
Q1 | $22K | Buy |
90
+25
| +38% | +$6.11K | 0.01% | 123 |
|
|
2019
Q4 | $19K | Buy |
65
+13
| +25% | +$3.8K | 0.01% | 162 |
|
|
2019
Q3 | $12K | Hold |
52
| – | – | 0.01% | 179 |
|
|
2019
Q2 | $10K | Hold |
52
| – | – | 0.01% | 203 |
|
|
2019
Q1 | $9K | Hold |
52
| – | – | 0.01% | 205 |
|
|
2018
Q4 | $7K | Hold |
52
| – | – | ﹤0.01% | 204 |
|
|
2018
Q3 | $8K | Sell |
52
-7
| -12% | -$1.08K | ﹤0.01% | 194 |
|
|
2018
Q2 | $10K | Hold |
59
| – | – | 0.01% | 192 |
|
|
2018
Q1 | $12K | Hold |
59
| – | – | 0.01% | 183 |
|
|
2017
Q4 | $11K | Buy |
+59
| New | +$11K | 0.01% | 178 |
|
|
2017
Q1 | – | Sell |
-2
| Closed | – | – | 303 |
|
|
2016
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 281 |
|
|
2016
Q3 | $0 | Sell |
2
-8
| -80% | – | ﹤0.01% | 282 |
|
|
2016
Q2 | $1K | Sell |
10
-149
| -94% | -$14.9K | ﹤0.01% | 248 |
|
|
2016
Q1 | $13K | Buy |
159
+150
| +1,667% | +$12.3K | 0.02% | 103 |
|
|
2015
Q4 | $1K | Buy |
9
+2
| +29% | +$222 | ﹤0.01% | 240 |
|
|
2015
Q3 | $0 | Sell |
7
-12,513
| -100% | – | ﹤0.01% | 260 |
|
|
2015
Q2 | $1.02M | Buy |
+12,520
| New | +$1.02M | 0.56% | 51 |
|