GW Henssler & Associates’s Lazard LAZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.8M | Buy |
+307,869
| New | +$14.8M | 0.79% | 54 |
|
|
2023
Q2 | – | Sell |
-7,284
| Closed | -$241K | – | 216 |
|
|
2023
Q1 | $241K | Buy |
7,284
+74
| +1% | +$2.45K | 0.02% | 199 |
|
|
2022
Q4 | $250K | Hold |
7,210
| – | – | 0.02% | 194 |
|
|
2022
Q3 | $229K | Buy |
7,210
+1,033
| +17% | +$32.8K | 0.02% | 192 |
|
|
2022
Q2 | $200K | Buy |
+6,177
| New | +$200K | 0.01% | 218 |
|