Northwestern Mutual Wealth Management’s Lazard LAZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $378K | Buy |
7,886
+908
| +13% | +$43.6K | ﹤0.01% | 1491 |
|
2025
Q1 | $302K | Buy |
6,978
+628
| +10% | +$27.2K | ﹤0.01% | 1500 |
|
2024
Q4 | $327K | Sell |
6,350
-272
| -4% | -$14K | ﹤0.01% | 1462 |
|
2024
Q3 | $334K | Buy |
6,622
+600
| +10% | +$30.2K | ﹤0.01% | 1452 |
|
2024
Q2 | $230K | Sell |
6,022
-84
| -1% | -$3.21K | ﹤0.01% | 1521 |
|
2024
Q1 | $256K | Sell |
6,106
-500
| -8% | -$20.9K | ﹤0.01% | 1474 |
|
2023
Q4 | $230K | Buy |
6,606
+969
| +17% | +$33.7K | ﹤0.01% | 1461 |
|
2023
Q3 | $175K | Buy |
5,637
+2,283
| +68% | +$70.8K | ﹤0.01% | 1504 |
|
2023
Q2 | $107K | Sell |
3,354
-177
| -5% | -$5.66K | ﹤0.01% | 1689 |
|
2023
Q1 | $117K | Buy |
3,531
+185
| +6% | +$6.13K | ﹤0.01% | 1629 |
|
2022
Q4 | $116K | Sell |
3,346
-795
| -19% | -$27.6K | ﹤0.01% | 1605 |
|
2022
Q3 | $131K | Sell |
4,141
-106
| -2% | -$3.35K | ﹤0.01% | 1552 |
|
2022
Q2 | $137K | Buy |
4,247
+106
| +3% | +$3.42K | ﹤0.01% | 1524 |
|
2022
Q1 | $142K | Buy |
4,141
+2,063
| +99% | +$70.7K | ﹤0.01% | 1564 |
|
2021
Q4 | $90K | Buy |
2,078
+103
| +5% | +$4.46K | ﹤0.01% | 1749 |
|
2021
Q3 | $90K | Buy |
1,975
+12
| +0.6% | +$547 | ﹤0.01% | 1678 |
|
2021
Q2 | $88K | Sell |
1,963
-158
| -7% | -$7.08K | ﹤0.01% | 1642 |
|
2021
Q1 | $92K | Buy |
2,121
+1,820
| +605% | +$78.9K | ﹤0.01% | 1519 |
|
2020
Q4 | $13K | Sell |
301
-313
| -51% | -$13.5K | ﹤0.01% | 2113 |
|
2020
Q3 | $20K | Buy |
614
+8
| +1% | +$261 | ﹤0.01% | 1802 |
|
2020
Q2 | $17K | Buy |
606
+87
| +17% | +$2.44K | ﹤0.01% | 1766 |
|
2020
Q1 | $12K | Buy |
519
+6
| +1% | +$139 | ﹤0.01% | 1851 |
|
2019
Q4 | $21K | Sell |
513
-403
| -44% | -$16.5K | ﹤0.01% | 1724 |
|
2019
Q3 | $32K | Buy |
916
+6
| +0.7% | +$210 | ﹤0.01% | 1565 |
|
2019
Q2 | $31K | Sell |
910
-292
| -24% | -$9.95K | ﹤0.01% | 1566 |
|
2019
Q1 | $43K | Sell |
1,202
-141
| -10% | -$5.04K | ﹤0.01% | 1420 |
|
2018
Q4 | $49K | Sell |
1,343
-221
| -14% | -$8.06K | ﹤0.01% | 1259 |
|
2018
Q3 | $75K | Buy |
1,564
+311
| +25% | +$14.9K | ﹤0.01% | 1147 |
|
2018
Q2 | $61K | Buy |
1,253
+122
| +11% | +$5.94K | ﹤0.01% | 1169 |
|
2018
Q1 | $59K | Buy |
1,131
+3
| +0.3% | +$156 | ﹤0.01% | 1135 |
|
2017
Q4 | $59K | Hold |
1,128
| – | – | ﹤0.01% | 1091 |
|
2017
Q3 | $51K | Buy |
1,128
+463
| +70% | +$20.9K | ﹤0.01% | 1113 |
|
2017
Q2 | $31K | Buy |
665
+562
| +546% | +$26.2K | ﹤0.01% | 1242 |
|
2017
Q1 | $5K | Sell |
103
-91
| -47% | -$4.42K | ﹤0.01% | 1716 |
|
2016
Q4 | $8K | Buy |
+194
| New | +$8K | ﹤0.01% | 1696 |
|
2016
Q3 | – | Sell |
-3,454
| Closed | -$103K | – | 922 |
|
2016
Q2 | $103K | Buy |
3,454
+1,160
| +51% | +$34.6K | ﹤0.01% | 718 |
|
2016
Q1 | $89K | Buy |
+2,294
| New | +$89K | ﹤0.01% | 734 |
|
2014
Q3 | – | Sell |
-61
| Closed | -$3K | – | 1406 |
|
2014
Q2 | $3K | Buy |
61
+21
| +53% | +$1.03K | ﹤0.01% | 1105 |
|
2014
Q1 | $2K | Buy |
+40
| New | +$2K | ﹤0.01% | 1140 |
|