Lyell Wealth Management’s Ball Corp BALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.78M | Sell |
49,507
-6,177
| -11% | -$346K | 0.22% | 78 |
|
|
2025
Q1 | $2.9M | Buy |
55,684
+60
| +0.1% | +$3.12K | 0.27% | 80 |
|
|
2024
Q4 | $3.07M | Buy |
55,624
+959
| +2% | +$52.9K | 0.27% | 82 |
|
|
2024
Q3 | $3.71M | Buy |
54,665
+7,130
| +15% | +$484K | 0.34% | 79 |
|
|
2024
Q2 | $2.85M | Buy |
47,535
+4,745
| +11% | +$285K | 0.27% | 87 |
|
|
2024
Q1 | $2.88M | Buy |
42,790
+5,400
| +14% | +$364K | 0.29% | 86 |
|
|
2023
Q4 | $2.15M | Sell |
37,390
-1,680
| -4% | -$96.6K | 0.24% | 93 |
|
|
2023
Q3 | $1.94M | Sell |
39,070
-5,520
| -12% | -$275K | 0.26% | 90 |
|
|
2023
Q2 | $2.6M | Sell |
44,590
-157
| -0.4% | -$9.14K | 0.33% | 87 |
|
|
2023
Q1 | $2.47M | Buy |
44,747
+104
| +0.2% | +$5.73K | 0.35% | 85 |
|
|
2022
Q4 | $2.28M | Sell |
44,643
-7,440
| -14% | -$380K | 0.36% | 79 |
|
|
2022
Q3 | $2.52M | Sell |
52,083
-2,606
| -5% | -$126K | 0.43% | 76 |
|
|
2022
Q2 | $3.76M | Sell |
54,689
-914
| -2% | -$62.9K | 0.61% | 62 |
|
|
2022
Q1 | $5M | Buy |
55,603
+1,275
| +2% | +$115K | 0.64% | 56 |
|
|
2021
Q4 | $5.23M | Buy |
54,328
+3,119
| +6% | +$300K | 0.6% | 60 |
|
|
2021
Q3 | $4.61M | Buy |
51,209
+4,180
| +9% | +$376K | 0.56% | 67 |
|
|
2021
Q2 | $3.81M | Buy |
47,029
+28,850
| +159% | +$2.34M | 0.47% | 68 |
|
|
2021
Q1 | $1.54M | Buy |
+18,179
| New | +$1.54M | 0.22% | 81 |
|