Whittier Trust’s LegalZoom.com LZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $481 | Hold |
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|
2025
Q2 | $418 | Sell |
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|
2025
Q1 | $808 | Hold |
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|
2024
Q4 | $704 | Hold |
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|
2024
Q3 | $596 | Hold |
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|
2024
Q2 | $788 | Hold |
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|
2024
Q1 | $1.25K | Hold |
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|
2023
Q4 | $1.06K | Sell |
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|
2023
Q3 | $3.28K | Hold |
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|
2023
Q2 | $3.62K | Sell |
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|
2023
Q1 | $72.7K | Hold |
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|
2022
Q4 | $60K | Sell |
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|
2022
Q3 | $83K | Hold |
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|
2022
Q2 | $107K | Buy |
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|
2022
Q1 | $114K | Buy |
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