Wells Fargo’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
$510K Sell
57,280
-2,983
-5% -$26.6K ﹤0.01% 3777
2025
Q1
$519K Buy
60,263
+379
+0.6% +$3.26K ﹤0.01% 3653
2024
Q4
$450K Buy
59,884
+15,232
+34% +$114K ﹤0.01% 3783
2024
Q3
$284K Sell
44,652
-9,832
-18% -$62.4K ﹤0.01% 3969
2024
Q2
$457K Sell
54,484
-3,473
-6% -$29.1K ﹤0.01% 3628
2024
Q1
$773K Buy
57,957
+14,904
+35% +$199K ﹤0.01% 3282
2023
Q4
$487K Buy
43,053
+17,856
+71% +$202K ﹤0.01% 3536
2023
Q3
$276K Sell
25,197
-19,033
-43% -$208K ﹤0.01% 3858
2023
Q2
$534K Buy
44,230
+25,456
+136% +$308K ﹤0.01% 3697
2023
Q1
$176K Buy
18,774
+17,998
+2,319% +$169K ﹤0.01% 4245
2022
Q4
$6.01K Sell
776
-1,676
-68% -$13K ﹤0.01% 5393
2022
Q3
$21K Buy
2,452
+20
+0.8% +$171 ﹤0.01% 5042
2022
Q2
$27K Sell
2,432
-30,488
-93% -$338K ﹤0.01% 5015
2022
Q1
$465K Sell
32,920
-17,840
-35% -$252K ﹤0.01% 4183
2021
Q4
$816K Sell
50,760
-1,260,265
-96% -$20.3M ﹤0.01% 4021
2021
Q3
$34.6M Buy
1,311,025
+1,184,209
+934% +$31.3M 0.01% 1259
2021
Q2
$4.8M Buy
+126,816
New +$4.8M ﹤0.01% 2790