Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2019

Aug 01, 2019

SELL
N/A
-5,258 Closed
0 $0
Q1 2019

May 06, 2019

SELL
N/A
-3,618 Reduced 40.76%
5,258 $280,000
Q4 2018

Feb 11, 2019

SELL
N/A
-3,517 Reduced 28.38%
8,876 $475,000
Q3 2018

Oct 30, 2018

SELL
N/A
-2,937 Reduced 19.16%
12,393 $797,000
Q2 2018

Jul 30, 2018

SELL
N/A
-52 Reduced 0.34%
15,330 $1.01 Million
Q1 2018

May 07, 2018

BUY
N/A
575 Added 3.88%
15,382 $980,000
Q4 2017

Jan 30, 2018

BUY
N/A
1,875 Added 14.5%
14,807 $1.06 Million
Q3 2017

Oct 26, 2017

BUY
N/A
12,932
12,932 $895,000
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.