Triad Wealth Partners, LLC LAM RESEARCH CORP Transaction History

Triad Wealth Partners, LLC

  • $775 Billion
  • Q3 2025
Number of Shares
3,642
Previous 3,038 19.88%
Holding current value
$488 Million
Previous $296 Million 64.87%
% of portfolio
0.06%
Previous 0.06%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 30, 2025
BUY
N/A
604 Added 19.88%
3,642 $488 Million
Q2 2025

Jul 21, 2025
SELL
N/A
-1,162 Reduced 27.67%
3,038 $296 Million
Q1 2025

May 14, 2025
BUY
N/A
616 Added 17.19%
4,200 $305 Million
Q4 2024

Feb 06, 2025
BUY
N/A
3,584 New
3,584 $259 Million
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