UBS AM’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 | $3.27M | Buy |
366,624
+90,646
| +33% | +$808K | ﹤0.01% | 1916 |
|
|
2025
Q1 | $2.38M | Buy |
275,978
+4,607
| +2% | +$39.7K | ﹤0.01% | 1908 |
|
|
2024
Q4 | $2.04M | Sell |
271,371
-19,646
| -7% | -$148K | ﹤0.01% | 2035 |
|
|
2024
Q3 | $1.85M | Sell |
291,017
-24,169
| -8% | -$153K | ﹤0.01% | 2074 |
|
|
2024
Q2 | $2.64M | Buy |
315,186
+161,611
| +105% | +$1.36M | ﹤0.01% | 1845 |
|
|
2024
Q1 | $2.05M | Buy |
153,575
+8,590
| +6% | +$115K | ﹤0.01% | 1686 |
|
|
2023
Q4 | $1.64M | Buy |
144,985
+75,617
| +109% | +$854K | ﹤0.01% | 1783 |
|
|
2023
Q3 | $759K | Buy |
+69,368
| New | +$759K | ﹤0.01% | 2108 |
|
|
2022
Q2 | – | Sell |
-74,769
| Closed | -$1.06M | – | 2735 |
|
|
2022
Q1 | $1.06M | Buy |
+74,769
| New | +$1.06M | ﹤0.01% | 2106 |
|