Wellington Management Group’s LegalZoom.com LZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-2,734,836
Closed -$22.9M 1964
2024
Q2
$22.9M Buy
2,734,836
+78,320
+3% +$657K ﹤0.01% 912
2024
Q1
$35.4M Buy
2,656,516
+682,280
+35% +$9.1M 0.01% 807
2023
Q4
$22.3M Buy
1,974,236
+775,775
+65% +$8.77M ﹤0.01% 912
2023
Q3
$13.1M Buy
1,198,461
+208,030
+21% +$2.28M ﹤0.01% 1031
2023
Q2
$12M Buy
990,431
+570,315
+136% +$6.89M ﹤0.01% 1063
2023
Q1
$3.94M Buy
420,116
+10,903
+3% +$102K ﹤0.01% 1341
2022
Q4
$3.17M Buy
409,213
+63
+0% +$488 ﹤0.01% 1388
2022
Q3
$3.51M Buy
409,150
+156,521
+62% +$1.34M ﹤0.01% 1377
2022
Q2
$2.78M Buy
252,629
+135,054
+115% +$1.48M ﹤0.01% 1477
2022
Q1
$1.66M Sell
117,575
-406,435
-78% -$5.75M ﹤0.01% 1639
2021
Q4
$8.42M Buy
524,010
+12,434
+2% +$200K ﹤0.01% 1303
2021
Q3
$13.5M Sell
511,576
-441,340
-46% -$11.7M ﹤0.01% 1187
2021
Q2
$36.1M Buy
+952,916
New +$36.1M 0.01% 935