King Wealth Management Group’s Lazard LAZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $216K | Buy |
+4,500
| New | +$216K | 0.03% | 150 |
|
|
2025
Q1 | – | Sell |
-4,500
| Closed | -$232K | – | 162 |
|
|
2024
Q4 | $232K | Hold |
4,500
| – | – | 0.03% | 136 |
|
|
2024
Q3 | $227K | Buy |
+4,500
| New | +$227K | 0.04% | 134 |
|
|
2021
Q4 | – | Sell |
-4,500
| Closed | -$206K | – | 182 |
|
|
2021
Q3 | $206K | Hold |
4,500
| – | – | 0.04% | 165 |
|
|
2021
Q2 | $204K | Buy |
+4,500
| New | +$204K | 0.04% | 163 |
|
|
2018
Q4 | – | Sell |
-4,500
| Closed | -$217K | – | 136 |
|
|
2018
Q3 | $217K | Hold |
4,500
| – | – | 0.07% | 121 |
|
|
2018
Q2 | $220K | Hold |
4,500
| – | – | 0.08% | 116 |
|
|
2018
Q1 | $237K | Sell |
4,500
-34
| -0.7% | -$1.79K | 0.08% | 111 |
|
|
2017
Q4 | $238K | Hold |
4,534
| – | – | 0.08% | 107 |
|
|
2017
Q3 | $205K | Hold |
4,534
| – | – | 0.08% | 122 |
|
|
2017
Q2 | $210K | Buy |
4,534
+34
| +0.8% | +$1.58K | 0.08% | 119 |
|
|
2017
Q1 | $207K | Buy |
+4,500
| New | +$207K | 0.09% | 118 |
|
|
2015
Q1 | – | Sell |
-4,500
| Closed | -$225K | – | 110 |
|
|
2014
Q4 | $225K | Buy |
+4,500
| New | +$225K | 0.12% | 105 |
|