MWM
LZ icon

Mission Wealth Management’s LegalZoom.com LZ Stock Holding History

Mission Wealth Management’s Portfolio LZ Stock Details LZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-15,100
Closed -$95.9K – 698
2024
Q3 		$95.9K Buy
15,100
+3,100
+26% +$20.3K ﹤0.01% 660
2024
Q2 		$101K Hold
12,000
– – ﹤0.01% 642
2024
Q1 		$160K Sell
12,000
-4,633
-28% -$53.4K ﹤0.01% 658
2023
Q4 		$188K Hold
16,633
– – 0.01% 563
2023
Q3 		$182K Sell
16,633
-1,367
-8% -$16.8K 0.01% 524
2023
Q2 		$217K Sell
18,000
-2,000
-10% -$21.2K 0.01% 500
2023
Q1 		$188K Hold
20,000
– – 0.01% 513
2022
Q4 		$155K Hold
20,000
– – 0.01% 500
2022
Q3 		$171K Sell
20,000
-125
-0.6% -$1.29K 0.01% 474
2022
Q2 		$221K Hold
20,125
– – 0.01% 458
2022
Q1 		$285K Hold
20,125
– – 0.01% 434
2021
Q4 		$323K Buy
+20,125
New +$427K 0.01% 416

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TCMI
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GC
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HRCM
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ACM
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State Street
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