Lyell Wealth Management’s Comerica CMA Stock Holding History

Lyell Wealth Management’s Portfolio CMA Stock Details CMA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$239K	Sell
2025 Q1	$1.25M	Buy
2019 Q2	–	Sell
2019 Q1	$760K	Sell
2018 Q4	$1.01M	Sell
2018 Q3	$3.17M	Buy
2018 Q2	$3.08M	Buy
2018 Q1	$3.21M	Buy
2017 Q4	$2.62M	Buy