Lyell Wealth Management’s DoorDash DASH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.43M Sell
5,800
-3,467
-37% -$855K 0.11% 100
2025
Q1
$1.69M Sell
9,267
-2,000
-18% -$366K 0.16% 100
2024
Q4
$1.89M Hold
11,267
0.17% 97
2024
Q3
$1.61M Sell
11,267
-4,795
-30% -$684K 0.15% 102
2024
Q2
$1.75M Sell
16,062
-22,072
-58% -$2.4M 0.17% 100
2024
Q1
$5.25M Buy
38,134
+938
+3% +$129K 0.53% 66
2023
Q4
$3.68M Buy
37,196
+1,757
+5% +$174K 0.42% 72
2023
Q3
$2.82M Sell
35,439
-15,990
-31% -$1.27M 0.38% 79
2023
Q2
$3.93M Sell
51,429
-3,966
-7% -$303K 0.5% 66
2023
Q1
$3.52M Sell
55,395
-5,427
-9% -$345K 0.49% 69
2022
Q4
$2.97M Buy
60,822
+495
+0.8% +$24.2K 0.47% 73
2022
Q3
$2.98M Buy
60,327
+35,244
+141% +$1.74M 0.51% 71
2022
Q2
$1.61M Buy
25,083
+4,128
+20% +$265K 0.26% 90
2022
Q1
$2.46M Sell
20,955
-9,329
-31% -$1.09M 0.32% 83
2021
Q4
$4.51M Buy
30,284
+5,961
+25% +$888K 0.51% 66
2021
Q3
$5.01M Buy
24,323
+16,217
+200% +$3.34M 0.61% 59
2021
Q2
$1.45M Buy
+8,106
New +$1.45M 0.18% 89