WR Wealth Planners’s Lam Research LRCX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$9.61K Buy
+133
New +$9.61K ﹤0.01% 598
2024
Q3
Sell
-370
Closed -$39.4K 1183
2024
Q2
$39.4K Buy
370
+20
+6% +$2.13K 0.01% 355
2024
Q1
$34K Sell
350
-11,520
-97% -$1.12M 0.01% 380
2023
Q4
$929K Hold
11,870
0.35% 53
2023
Q3
$744K Sell
11,870
-30
-0.3% -$1.88K 0.28% 60
2023
Q2
$765K Buy
11,900
+110
+0.9% +$7.07K 0.3% 60
2023
Q1
$625K Buy
+11,790
New +$625K 0.27% 60
2022
Q3
Sell
-12,800
Closed -$545K 541
2022
Q2
$545K Buy
12,800
+40
+0.3% +$1.71K 0.36% 48
2022
Q1
$686K Buy
+12,760
New +$686K 0.41% 45