Geneos 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 | $48.4K | Sell |
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|
2025
Q2 | $80.1K | Sell |
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|
2025
Q1 | $182K | Buy |
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|
2024
Q4 | $59.8K | Buy |
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|
2024
Q3 | $14.4K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $29.4K | Sell |
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|
2023
Q3 | $32.4K | Buy |
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|
2023
Q2 | $31.6K | Buy |
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|
2023
Q1 | $26K | Sell |
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|
2022
Q4 | $34.2K | Sell |
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|
2022
Q3 | $51K | Buy |
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|
2022
Q2 | $51K | Buy |
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|
2022
Q1 | $54K | Buy |
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|
2021
Q4 | $69K | Buy |
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|
2021
Q3 | $65K | Buy |
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|
2021
Q2 | $63K | Buy |
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|
2021
Q1 | $61K | Sell |
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|
2020
Q4 | $63K | Buy |
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|
2020
Q3 | $27K | Sell |
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|
2020
Q2 | $32K | Hold |
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|
2020
Q1 | $29K | Sell |
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|
2019
Q4 | $51K | Hold |
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|
2019
Q3 | $45K | Buy |
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|
2019
Q2 | $36K | Buy |
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|
2019
Q1 | $36K | Hold |
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|
2018
Q4 | $37K | Hold |
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|
2018
Q3 | $48K | Hold |
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|
2018
Q2 | $49K | Hold |
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|
2018
Q1 | $52K | Buy |
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|
2017
Q4 | $52K | Hold |
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|
2017
Q3 | $45K | Sell |
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|
2017
Q2 | $74K | Hold |
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|
2017
Q1 | $74K | Hold |
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|
2016
Q4 | $66K | Hold |
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|
2016
Q3 | $58K | Buy |
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|
2016
Q2 | $27K | Hold |
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|
2016
Q1 | $36K | Buy |
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