MAP
Moody Aldrich Partners’s Lazard LAZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-89,486
| Closed | -$4.61M | – | 195 |
|
|
2024
Q4 | $4.61M | Buy |
89,486
+16,121
| +22% | +$830K | 0.85% | 46 |
|
|
2024
Q3 | $3.7M | Buy |
+73,365
| New | +$3.7M | 0.67% | 67 |
|
|
2023
Q3 | – | Sell |
-56,268
| Closed | -$1.8M | – | 201 |
|
|
2023
Q2 | $1.8M | Hold |
56,268
| – | – | 0.35% | 98 |
|
|
2023
Q1 | $1.86M | Hold |
56,268
| – | – | 0.38% | 92 |
|
|
2022
Q4 | $1.95M | Hold |
56,268
| – | – | 0.4% | 84 |
|
|
2022
Q3 | $1.79M | Hold |
56,268
| – | – | 0.37% | 87 |
|
|
2022
Q2 | $1.82M | Hold |
56,268
| – | – | 0.36% | 87 |
|
|
2022
Q1 | $1.94M | Buy |
56,268
+15,893
| +39% | +$548K | 0.27% | 87 |
|
|
2021
Q4 | $1.76M | Buy |
40,375
+14,521
| +56% | +$634K | 0.25% | 99 |
|
|
2021
Q3 | $1.18M | Hold |
25,854
| – | – | 0.15% | 119 |
|
|
2021
Q2 | $1.17M | Hold |
25,854
| – | – | 0.16% | 113 |
|
|
2021
Q1 | $1.13M | Sell |
25,854
-11,209
| -30% | -$488K | 0.16% | 116 |
|
|
2020
Q4 | $1.57M | Hold |
37,063
| – | – | 0.25% | 99 |
|
|
2020
Q3 | $1.23M | Buy |
37,063
+11,898
| +47% | +$393K | 0.26% | 97 |
|
|
2020
Q2 | $720K | Buy |
+25,165
| New | +$720K | 0.15% | 116 |
|
|
2019
Q3 | – | Sell |
-14,121
| Closed | -$486K | – | 133 |
|
|
2019
Q2 | $486K | Buy |
+14,121
| New | +$486K | 0.12% | 100 |
|