AE Wealth Management’s Lazard LAZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$18.5M Buy
2025
Q2
$16.2M Buy
2018
Q4
Sell
2018
Q3
$295K Buy
2018
Q2
$265K Buy
2018
Q1
$281K Buy
2017
Q4
$257K Buy
2017
Q3
$210K Buy
2017
Q2
$201K Buy