Whittier Trust’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 | $418 | Sell |
47
-47
| -50% | -$418 | ﹤0.01% | 1477 |
|
|
2025
Q1 | $808 | Hold |
94
| – | – | ﹤0.01% | 1446 |
|
|
2024
Q4 | $704 | Hold |
94
| – | – | ﹤0.01% | 1504 |
|
|
2024
Q3 | $596 | Hold |
94
| – | – | ﹤0.01% | 1514 |
|
|
2024
Q2 | $788 | Hold |
94
| – | – | ﹤0.01% | 1475 |
|
|
2024
Q1 | $1.25K | Hold |
94
| – | – | ﹤0.01% | 1445 |
|
|
2023
Q4 | $1.06K | Sell |
94
-206
| -69% | -$2.33K | ﹤0.01% | 1444 |
|
|
2023
Q3 | $3.28K | Hold |
300
| – | – | ﹤0.01% | 1425 |
|
|
2023
Q2 | $3.62K | Sell |
300
-7,446
| -96% | -$89.9K | ﹤0.01% | 1402 |
|
|
2023
Q1 | $72.7K | Hold |
7,746
| – | – | ﹤0.01% | 891 |
|
|
2022
Q4 | $60K | Sell |
7,746
-1,951
| -20% | -$15.1K | ﹤0.01% | 927 |
|
|
2022
Q3 | $83K | Hold |
9,697
| – | – | ﹤0.01% | 843 |
|
|
2022
Q2 | $107K | Buy |
9,697
+1,575
| +19% | +$17.4K | ﹤0.01% | 778 |
|
|
2022
Q1 | $114K | Buy |
+8,122
| New | +$114K | ﹤0.01% | 796 |
|