Beverly Hills Private Wealth’s Lazard LAZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $219K | Sell |
4,571
-221
| -5% | -$10.6K | 0.04% | 313 |
|
|
2025
Q1 | $207K | Sell |
4,792
-19
| -0.4% | -$823 | 0.04% | 327 |
|
|
2024
Q4 | $248K | Buy |
4,811
+108
| +2% | +$5.56K | 0.05% | 294 |
|
|
2024
Q3 | $237K | Sell |
4,703
-1,039
| -18% | -$52.3K | 0.05% | 305 |
|
|
2024
Q2 | $219K | Sell |
5,742
-355
| -6% | -$13.6K | 0.05% | 324 |
|
|
2024
Q1 | $255K | Buy |
+6,097
| New | +$255K | 0.06% | 301 |
|
|
2023
Q3 | – | Sell |
-11,652
| Closed | -$391K | – | 306 |
|
|
2023
Q2 | $391K | Buy |
+11,652
| New | +$391K | 0.06% | 263 |
|