Phillips Wealth Planners LLC LAM RESEARCH CORP Transaction History

Phillips Wealth Planners LLC

  • $120 Billion
  • Q3 2025
Number of Shares
2,899
Previous 4,597 36.94%
Holding current value
$432 Million
Previous $459 Million 5.78%
% of portfolio
0.36%
Previous 0.42%

Shares

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

Nov 07, 2025
SELL
N/A
-1,698 Reduced 36.94%
2,899 $432 Million
Q2 2025

Jul 11, 2025
SELL
N/A
-31 Reduced 0.67%
4,597 $459 Million
Q1 2025

Apr 23, 2025
BUY
N/A
4,628 New
4,628 $312 Million
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