Lyell Wealth Management’s Broadridge BR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$9.27M	Buy	38,127 +2,126	+6%	+$517K	0.73%	50
2025 Q1	$8.73M	Buy	36,001 +6,024	+20%	+$1.46M	0.82%	46
2024 Q4	$6.78M	Buy	29,977 +10,334	+53%	+$2.34M	0.61%	55
2024 Q3	$4.22M	Buy	+19,643	New	+$4.22M	0.38%	74