Lyell Wealth Management’s Keysight KEYS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-3,846
| Closed | -$576K | – | 226 |
|
2025
Q1 | $576K | Sell |
3,846
-76
| -2% | -$11.4K | 0.05% | 139 |
|
2024
Q4 | $630K | Sell |
3,922
-107
| -3% | -$17.2K | 0.06% | 134 |
|
2024
Q3 | $640K | Hold |
4,029
| – | – | 0.06% | 135 |
|
2024
Q2 | $551K | Buy |
4,029
+180
| +5% | +$24.6K | 0.05% | 135 |
|
2024
Q1 | $602K | Sell |
3,849
-72
| -2% | -$11.3K | 0.06% | 128 |
|
2023
Q4 | $624K | Buy |
3,921
+145
| +4% | +$23.1K | 0.07% | 123 |
|
2023
Q3 | $500K | Hold |
3,776
| – | – | 0.07% | 122 |
|
2023
Q2 | $632K | Hold |
3,776
| – | – | 0.08% | 125 |
|
2023
Q1 | $610K | Hold |
3,776
| – | – | 0.09% | 132 |
|
2022
Q4 | $646K | Sell |
3,776
-7
| -0.2% | -$1.2K | 0.1% | 125 |
|
2022
Q3 | $595K | Buy |
+3,783
| New | +$595K | 0.1% | 126 |
|