Meristem Family Wealth’s Lazard LAZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $227K | Sell |
6,591
-15,000
| -69% | -$517K | 0.02% | 307 |
|
|
2021
Q4 | $942K | Sell |
21,591
-1,669
| -7% | -$72.8K | 0.08% | 142 |
|
|
2021
Q3 | $1.07M | Buy |
23,260
+14,846
| +176% | +$680K | 0.1% | 119 |
|
|
2021
Q2 | $381K | Hold |
8,414
| – | – | 0.06% | 211 |
|
|
2021
Q1 | $366K | Hold |
8,414
| – | – | 0.07% | 162 |
|
|
2020
Q4 | $356K | Hold |
8,414
| – | – | 0.08% | 151 |
|
|
2020
Q3 | $278K | Hold |
8,414
| – | – | 0.07% | 150 |
|
|
2020
Q2 | $241K | Sell |
8,414
-497
| -6% | -$14.2K | 0.07% | 157 |
|
|
2020
Q1 | $210K | Sell |
8,911
-382
| -4% | -$9K | 0.06% | 168 |
|
|
2019
Q4 | $371K | Buy |
9,293
+185
| +2% | +$7.39K | 0.09% | 131 |
|
|
2019
Q3 | $319K | Hold |
9,108
| – | – | 0.09% | 133 |
|
|
2019
Q2 | $313K | Hold |
9,108
| – | – | 0.1% | 120 |
|
|
2019
Q1 | $329K | Hold |
9,108
| – | – | 0.11% | 99 |
|
|
2018
Q4 | $336K | Sell |
9,108
-14,152
| -61% | -$522K | 0.12% | 86 |
|
|
2018
Q3 | $1.12M | Hold |
23,260
| – | – | 0.38% | 33 |
|
|
2018
Q2 | $1.14M | Hold |
23,260
| – | – | 0.4% | 35 |
|
|
2018
Q1 | $1.22M | Hold |
23,260
| – | – | 0.44% | 35 |
|
|
2017
Q4 | $1.22M | Hold |
23,260
| – | – | 0.44% | 33 |
|
|
2017
Q3 | $1.05M | Hold |
23,260
| – | – | 0.42% | 33 |
|
|
2017
Q2 | $1.08M | Hold |
23,260
| – | – | 0.44% | 32 |
|
|
2017
Q1 | $1.07M | Hold |
23,260
| – | – | 0.42% | 33 |
|
|
2016
Q4 | $956K | Hold |
23,260
| – | – | 0.39% | 38 |
|
|
2016
Q3 | $846K | Hold |
23,260
| – | – | 0.36% | 42 |
|
|
2016
Q2 | $693K | Buy |
23,260
+8,191
| +54% | +$244K | 0.31% | 45 |
|
|
2016
Q1 | $585K | Hold |
15,069
| – | – | 0.26% | 51 |
|
|
2015
Q4 | $678K | Buy |
+15,069
| New | +$678K | 0.27% | 46 |
|