Secure Asset Management’s Lazard LAZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-37,249
| Closed | -$1.16M | – | 240 |
|
|
2023
Q3 | $1.16M | Sell |
37,249
-14,151
| -28% | -$439K | 0.35% | 73 |
|
|
2023
Q2 | $1.64M | Buy |
51,400
+4,768
| +10% | +$153K | 0.5% | 56 |
|
|
2023
Q1 | $1.54M | Buy |
46,632
+2,214
| +5% | +$73.3K | 0.52% | 61 |
|
|
2022
Q4 | $1.54M | Buy |
44,418
+29,329
| +194% | +$1.02M | 0.55% | 52 |
|
|
2022
Q3 | $480K | Buy |
15,089
+3,416
| +29% | +$109K | 0.27% | 74 |
|
|
2022
Q2 | $378K | Buy |
+11,673
| New | +$378K | 0.21% | 96 |
|