LWM
Lyell Wealth Management’s Cloudflare NET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.1M | Buy |
51,823
+1,075
| +2% | +$211K | 0.8% | 44 |
|
|
2025
Q1 | $5.72M | Buy |
50,748
+3,190
| +7% | +$359K | 0.53% | 63 |
|
|
2024
Q4 | $5.12M | Buy |
47,558
+7,291
| +18% | +$785K | 0.46% | 66 |
|
|
2024
Q3 | $3.26M | Sell |
40,267
-1,053
| -3% | -$85.2K | 0.3% | 84 |
|
|
2024
Q2 | $3.42M | Buy |
41,320
+6,149
| +17% | +$509K | 0.33% | 80 |
|
|
2024
Q1 | $3.41M | Buy |
35,171
+4,498
| +15% | +$436K | 0.35% | 83 |
|
|
2023
Q4 | $2.55M | Buy |
30,673
+2,292
| +8% | +$191K | 0.29% | 86 |
|
|
2023
Q3 | $1.79M | Buy |
28,381
+2,156
| +8% | +$136K | 0.24% | 93 |
|
|
2023
Q2 | $1.71M | Buy |
26,225
+5,998
| +30% | +$392K | 0.22% | 93 |
|
|
2023
Q1 | $1.25M | Buy |
20,227
+1,606
| +9% | +$99K | 0.17% | 98 |
|
|
2022
Q4 | $842K | Sell |
18,621
-468
| -2% | -$21.2K | 0.13% | 113 |
|
|
2022
Q3 | $1.06M | Buy |
19,089
+673
| +4% | +$37.2K | 0.18% | 97 |
|
|
2022
Q2 | $806K | Sell |
18,416
-948
| -5% | -$41.5K | 0.13% | 109 |
|
|
2022
Q1 | $2.32M | Buy |
19,364
+3,076
| +19% | +$368K | 0.3% | 84 |
|
|
2021
Q4 | $2.14M | Buy |
+16,288
| New | +$2.14M | 0.24% | 82 |
|