LWM
C icon

Lyell Wealth Management’s Citigroup C Stock Holding History

Lyell Wealth Management’s Portfolio C Stock Details C Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.25M Sell
14,667
-28,100
-66% -$2.39M 0.1% 108
2025
Q1 		$3.04M Buy
+42,767
New +$3.04M 0.28% 79