Morgan Stanley’s LegalZoom.com LZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.3M | Buy |
2,053,447
+747,723
| +57% | +$6.66M | ﹤0.01% | 2900 |
|
|
2025
Q1 | $11.2M | Sell |
1,305,724
-177,243
| -12% | -$1.53M | ﹤0.01% | 3232 |
|
|
2024
Q4 | $11.1M | Buy |
1,482,967
+29,817
| +2% | +$224K | ﹤0.01% | 3310 |
|
|
2024
Q3 | $9.23M | Buy |
1,453,150
+489,954
| +51% | +$3.11M | ﹤0.01% | 3491 |
|
|
2024
Q2 | $8.08M | Sell |
963,196
-619,129
| -39% | -$5.19M | ﹤0.01% | 3481 |
|
|
2024
Q1 | $21.1M | Sell |
1,582,325
-1,653,699
| -51% | -$22.1M | ﹤0.01% | 2631 |
|
|
2023
Q4 | $36.6M | Buy |
3,236,024
+2,155,641
| +200% | +$24.4M | ﹤0.01% | 2779 |
|
|
2023
Q3 | $11.8M | Sell |
1,080,383
-722,654
| -40% | -$7.91M | ﹤0.01% | 2967 |
|
|
2023
Q2 | $21.8M | Buy |
1,803,037
+391,897
| +28% | +$4.73M | ﹤0.01% | 2392 |
|
|
2023
Q1 | $13.2M | Buy |
1,411,140
+437,536
| +45% | +$4.1M | ﹤0.01% | 2874 |
|
|
2022
Q4 | $7.54M | Buy |
973,604
+568,996
| +141% | +$4.4M | ﹤0.01% | 3356 |
|
|
2022
Q3 | $3.47M | Buy |
404,608
+134,083
| +50% | +$1.15M | ﹤0.01% | 3983 |
|
|
2022
Q2 | $2.97M | Buy |
270,525
+146,045
| +117% | +$1.6M | ﹤0.01% | 4221 |
|
|
2022
Q1 | $1.76M | Sell |
124,480
-127,612
| -51% | -$1.8M | ﹤0.01% | 4609 |
|
|
2021
Q4 | $4.05M | Buy |
252,092
+210,702
| +509% | +$3.39M | ﹤0.01% | 3940 |
|
|
2021
Q3 | $1.09M | Buy |
41,390
+18,224
| +79% | +$481K | ﹤0.01% | 4996 |
|
|
2021
Q2 | $876K | Buy |
+23,166
| New | +$876K | ﹤0.01% | 5161 |
|