Lyell Wealth Management’s CorVel CRVL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.61M	Hold	25,398	–	–	0.21%	82
2025 Q1	$2.84M	Hold	25,398	–	–	0.27%	81
2024 Q4	$2.83M	Sell	25,398 -1,482	-6%	-$165K	0.25%	88
2024 Q3	$2.93M	Hold	26,880	–	–	0.27%	90
2024 Q2	$2.28M	Hold	26,880	–	–	0.22%	95
2024 Q1	$2.36M	Hold	26,880	–	–	0.24%	91
2023 Q4	$2.22M	Sell	26,880 -2,595	-9%	-$214K	0.25%	92
2023 Q3	$1.93M	Sell	29,475 -3,300	-10%	-$216K	0.26%	91
2023 Q2	$2.11M	Hold	32,775	–	–	0.27%	91
2023 Q1	$2.08M	Hold	32,775	–	–	0.29%	89
2022 Q4	$1.59M	Sell	32,775 -3,225	-9%	-$156K	0.25%	90
2022 Q3	$1.66M	Hold	36,000	–	–	0.28%	90
2022 Q2	$1.77M	Hold	36,000	–	–	0.29%	89
2022 Q1	$2.02M	Hold	36,000	–	–	0.26%	89
2021 Q4	$2.5M	Hold	36,000	–	–	0.28%	81
2021 Q3	$2.24M	Hold	36,000	–	–	0.27%	81
2021 Q2	$1.61M	Hold	36,000	–	–	0.2%	87
2021 Q1	$1.23M	Hold	36,000	–	–	0.18%	85
2020 Q4	$1.27M	Hold	36,000	–	–	0.2%	78
2020 Q3	$1.03M	Hold	36,000	–	–	0.19%	77
2020 Q2	$851K	Hold	36,000	–	–	0.19%	74
2020 Q1	$654K	Hold	36,000	–	–	0.2%	74
2019 Q4	$1.05M	Hold	36,000	–	–	0.28%	71
2019 Q3	$908K	Hold	36,000	–	–	0.27%	70
2019 Q2	$1.04M	Hold	36,000	–	–	0.31%	70
2019 Q1	$783K	Hold	36,000	–	–	0.26%	75
2018 Q4	$741K	Hold	36,000	–	–	0.31%	68
2018 Q3	$723K	Buy	+36,000	New	+$723K	0.24%	77