AssetMark Inc’s Lazard LAZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $211K | Sell |
4,389
-90
| -2% | -$4.32K | ﹤0.01% | 1210 |
|
|
2025
Q1 | $194K | Sell |
4,479
-404
| -8% | -$17.5K | ﹤0.01% | 1150 |
|
|
2024
Q4 | $251K | Sell |
4,883
-530
| -10% | -$27.3K | ﹤0.01% | 1051 |
|
|
2024
Q3 | $273K | Buy |
5,413
+589
| +12% | +$29.7K | ﹤0.01% | 976 |
|
|
2024
Q2 | $184K | Buy |
4,824
+467
| +11% | +$17.8K | ﹤0.01% | 1010 |
|
|
2024
Q1 | $182K | Buy |
+4,357
| New | +$182K | ﹤0.01% | 955 |
|
|
2021
Q1 | – | Sell |
-15
| Closed | -$1K | – | 1449 |
|
|
2020
Q4 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 1320 |
|
|
2019
Q1 | – | Sell |
-1,224
| Closed | -$45K | – | 1447 |
|
|
2018
Q4 | $45K | Buy |
+1,224
| New | +$45K | ﹤0.01% | 710 |
|