Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2021

Feb 08, 2022

SELL
N/A
-520 Closed
0 $0
Q3 2020

Nov 04, 2020

BUY
N/A
520 New
520 $234,000
Q1 2020

May 11, 2020

SELL
N/A
-620 Closed
0 $0
Q4 2019

Feb 05, 2020

BUY
N/A
620 New
620 $207,000
Track This Portfolio

Track Lyell Wealth Management, LP Portfolio

Follow Lyell Wealth Management, LP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lyell Wealth Management, LP, based on Form 13F filings with the SEC.

News

Stay updated on Lyell Wealth Management, LP with notifications on news.