Carson Wealth (CWM LLC)’s Lazard LAZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.09M | Buy |
22,726
+3,168
| +16% | +$152K | ﹤0.01% | 1205 |
|
|
2025
Q1 | $847K | Buy |
19,558
+343
| +2% | +$14.9K | ﹤0.01% | 1222 |
|
|
2024
Q4 | $989K | Buy |
19,215
+16,946
| +747% | +$872K | ﹤0.01% | 1092 |
|
|
2024
Q3 | $114K | Buy |
2,269
+59
| +3% | +$2.96K | ﹤0.01% | 2120 |
|
|
2024
Q2 | $84K | Buy |
2,210
+241
| +12% | +$9.16K | ﹤0.01% | 2092 |
|
|
2024
Q1 | $82K | Buy |
1,969
+2
| +0.1% | +$83 | ﹤0.01% | 1998 |
|
|
2023
Q4 | $68K | Sell |
1,967
-55
| -3% | -$1.9K | ﹤0.01% | 1993 |
|
|
2023
Q3 | $63K | Sell |
2,022
-298
| -13% | -$9.29K | ﹤0.01% | 1928 |
|
|
2023
Q2 | $74K | Buy |
2,320
+505
| +28% | +$16.1K | ﹤0.01% | 1733 |
|
|
2023
Q1 | $60K | Buy |
1,815
+1,381
| +318% | +$45.7K | ﹤0.01% | 1764 |
|
|
2022
Q4 | $15K | Hold |
434
| – | – | ﹤0.01% | 2561 |
|
|
2022
Q3 | $14K | Buy |
434
+300
| +224% | +$9.68K | ﹤0.01% | 2470 |
|
|
2022
Q2 | $4K | Hold |
134
| – | – | ﹤0.01% | 3091 |
|
|
2022
Q1 | $5K | Hold |
134
| – | – | ﹤0.01% | 2837 |
|
|
2021
Q4 | $6K | Buy |
+134
| New | +$6K | ﹤0.01% | 2637 |
|
|
2021
Q2 | $6K | Hold |
134
| – | – | ﹤0.01% | 2293 |
|
|
2021
Q1 | $6K | Hold |
134
| – | – | ﹤0.01% | 2293 |
|
|
2020
Q4 | $6K | Hold |
134
| – | – | ﹤0.01% | 2293 |
|
|
2020
Q3 | $6K | Hold |
134
| – | – | ﹤0.01% | 2293 |
|
|
2020
Q2 | $6K | Hold |
134
| – | – | ﹤0.01% | 2293 |
|
|
2020
Q1 | $6K | Hold |
134
| – | – | ﹤0.01% | 2293 |
|
|
2019
Q4 | $6K | Hold |
134
| – | – | ﹤0.01% | 2293 |
|
|
2019
Q3 | $6K | Hold |
134
| – | – | ﹤0.01% | 2293 |
|
|
2019
Q2 | $6K | Hold |
134
| – | – | ﹤0.01% | 2293 |
|
|
2019
Q1 | $6K | Sell |
134
-228
| -63% | -$10.2K | ﹤0.01% | 2293 |
|
|
2018
Q4 | $13K | Buy |
+362
| New | +$13K | ﹤0.01% | 1247 |
|
|
2014
Q1 | – | Sell |
-215
| Closed | -$10K | – | 303 |
|
|
2013
Q4 | $10K | Buy |
215
+58
| +37% | +$2.7K | ﹤0.01% | 407 |
|
|
2013
Q3 | $6K | Buy |
+157
| New | +$6K | ﹤0.01% | 365 |
|