Mowery & Schoenfeld Wealth Management, LLC LAM RESEARCH CORP Transaction History

Mowery & Schoenfeld Wealth Management, LLC

  • $58.2 Billion
  • Q3 2025
Number of Shares
193
Previous 220 12.27%
Holding current value
$25.8 Million
Previous $21.4 Million 20.68%
% of portfolio
0.04%
Previous 0.03%

Shares

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

Oct 24, 2025
SELL
N/A
-27 Reduced 12.27%
193 $25.8 Million
Q2 2025

Jul 28, 2025
SELL
N/A
-70 Reduced 24.14%
220 $21.4 Million
Q1 2025

May 05, 2025
BUY
N/A
70 Added 31.82%
290 $21.1 Million
Q4 2024

Feb 10, 2025
BUY
N/A
220 New
220 $15.9 Million
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