Private Trust Company’s Lazard LAZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.76K | Hold |
120
| – | – | ﹤0.01% | 2006 |
|
|
2025
Q1 | $5.2K | Hold |
120
| – | – | ﹤0.01% | 2010 |
|
|
2024
Q4 | $6.18K | Buy |
120
+40
| +50% | +$2.06K | ﹤0.01% | 1908 |
|
|
2024
Q3 | $4.03K | Buy |
+80
| New | +$4.03K | ﹤0.01% | 2015 |
|
|
2023
Q3 | – | Sell |
-12
| Closed | -$384 | – | 2358 |
|
|
2023
Q2 | $384 | Buy |
12
+3
| +33% | +$96 | ﹤0.01% | 2229 |
|
|
2023
Q1 | $298 | Hold |
9
| – | – | ﹤0.01% | 2211 |
|
|
2022
Q4 | $0 | Hold |
9
| – | – | ﹤0.01% | 2225 |
|
|
2022
Q3 | $0 | Sell |
9
-3
| -25% | – | ﹤0.01% | 2126 |
|
|
2022
Q2 | $0 | Buy |
+12
| New | – | ﹤0.01% | 2120 |
|
|
2014
Q4 | – | Sell |
-1,246
| Closed | -$63K | – | 777 |
|
|
2014
Q3 | $63K | Sell |
1,246
-249
| -17% | -$12.6K | 0.02% | 488 |
|
|
2014
Q2 | $77K | Hold |
1,495
| – | – | 0.03% | 452 |
|
|
2014
Q1 | $70K | Sell |
1,495
-325
| -18% | -$15.2K | 0.03% | 416 |
|
|
2013
Q4 | $82K | Buy |
1,820
+250
| +16% | +$11.3K | 0.03% | 350 |
|
|
2013
Q3 | $57K | Buy |
1,570
+575
| +58% | +$20.9K | 0.03% | 398 |
|
|
2013
Q2 | $32K | Buy |
+995
| New | +$32K | 0.01% | 498 |
|