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 |
|