True Wealth Design, LLC LAM RESEARCH CORP Transaction History

True Wealth Design, LLC

  • $341 Billion
  • Q4 2025
Number of Shares
719
Previous 727 1.1%
Holding current value
$123 Million
Previous $97.3 Million 26.5%
% of portfolio
0.04%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 08, 2026
SELL
N/A
-8 Reduced 1.1%
719 $123 Million
Q3 2025

Oct 21, 2025
BUY
N/A
300 Added 70.26%
727 $97.3 Million
Q2 2025

Aug 06, 2025
BUY
N/A
162 Added 61.13%
427 $41.5 Million
Q1 2025

May 13, 2025
BUY
N/A
145 Added 120.83%
265 $19.2 Million
Q4 2024

Feb 14, 2025
BUY
N/A
120 New
120 $8.64 Million
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