Impact Partnership 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 | – | Sell |
-8,858
| Closed | -$384K | – | 326 |
|
|
2025
Q1 | $384K | Sell |
8,858
-584
| -6% | -$25.3K | 0.08% | 149 |
|
|
2024
Q4 | $486K | Buy |
9,442
+4,140
| +78% | +$213K | 0.1% | 129 |
|
|
2024
Q3 | $267K | Buy |
+5,302
| New | +$267K | 0.06% | 191 |
|
|
2024
Q2 | – | Sell |
-16
| Closed | -$683 | – | 484 |
|
|
2024
Q1 | $683 | Buy |
+16
| New | +$683 | ﹤0.01% | 641 |
|
|
2023
Q4 | – | Sell |
-4,314
| Closed | -$134K | – | 988 |
|
|
2023
Q3 | $134K | Buy |
+4,314
| New | +$134K | 0.04% | 255 |
|