Mezzi Stock Search: Holdings and Available Trade History

Updated September 26, 2026.

Archived article dated February 4, 2025. This dated product update has been edited for clarity. Launch details and roadmap statements below refer to the original publication date; screenshots are historical illustrations. See current membership options and the Mezzi help center for today’s product details.

We're thrilled to introduce Stock Search, a powerful new feature designed to save you time and provide instant insights into your investments.

Stock Search

Stock Search allows you to quickly analyze your stock holdings and trade history across your included investment accounts in one place.

Let's say you currently own Tesla (TSLA). Quickly:

1. View total family holdings for any stock

2. Compare ownership across accounts

3. Track returns at holding and trade levels

4. Access interactive charts

Sell all of your Tesla? No problem, use Stock Search to quickly review your available past trade records.

Time is money. With Stock Search, you can unlock insights and examine your portfolio faster.

Start with one ticker and reconcile the account list

If one included brokerage holds 20 shares of a company and another holds 30, the combined direct position is 50 shares. Search helps you inspect the pieces behind that total. Check that both accounts belong in the view and that a joint or reconnected account has not been duplicated.

The direct share count is different from exposure through a fund that also owns the company. For that question, use Exposure X-Ray and check the covered holdings rather than adding indirect exposure as if it were directly owned shares.

Can I review a stock after selling it?

The launch included searching available past trade records even after a position was sold. That does not guarantee a complete lifetime history from every institution. If an older purchase or transferred lot is missing, reconcile it with brokerage records before relying on the cost basis or gain calculation.

A useful question is: “Which accounts held this ticker, which trades are included, and what dates or basis details are missing?” That produces a more reliable starting point than a total with no account or time boundary.

By Manish Jain, CFA, co-founder of Mezzi. Original publication date retained; editorial clarification September 26, 2026.

This historical product update is for informational purposes. Examples are illustrative, not investment recommendations or promised results. Account coverage and data quality affect analysis. Review assumptions before acting; AI can make mistakes.