TD Private Client Wealth’s Lazard LAZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $367K | Buy |
8,644
+211
| +3% | +$10.3K | 0.01% | 537 |
|
|
2025
Q4 | $410K | Sell |
8,433
-1,642
| -16% | -$81.9K | 0.01% | 518 |
|
|
2025
Q3 | $532K | Sell |
10,075
-67,764
| -87% | -$3.65M | 0.01% | 470 |
|
|
2025
Q2 | $3.73M | Buy |
77,839
+5,933
| +8% | +$248K | 0.09% | 157 |
|
|
2025
Q1 | $3.11M | Buy |
71,906
+4,861
| +7% | +$242K | 0.09% | 165 |
|
|
2024
Q4 | $3.45M | Sell |
67,045
-2,715
| -4% | -$145K | 0.1% | 153 |
|
|
2024
Q3 | $3.51M | Buy |
69,760
+1,190
| +2% | +$55.1K | 0.1% | 158 |
|
|
2024
Q2 | $2.62M | Buy |
68,570
+1,438
| +2% | +$56.2K | 0.08% | 186 |
|
|
2024
Q1 | $2.81M | Buy |
67,132
+4,429
| +7% | +$173K | 0.09% | 170 |
|
|
2023
Q4 | $2.18M | Buy |
62,703
+53,684
| +595% | +$1.62M | 0.08% | 206 |
|
|
2023
Q3 | $280K | Sell |
9,019
-366
| -4% | -$12.3K | 0.01% | 491 |
|
|
2023
Q2 | $300K | Sell |
9,385
-163
| -2% | -$5.04K | 0.01% | 498 |
|
|
2023
Q1 | $316K | Sell |
9,548
-6,517
| -41% | -$240K | 0.01% | 487 |
|
|
2022
Q4 | $557K | Sell |
16,065
-4,377
| -21% | -$156K | 0.03% | 404 |
|
|
2022
Q3 | $651K | Sell |
20,442
-257
| -1% | -$9.24K | 0.03% | 370 |
|
|
2022
Q2 | $671K | Sell |
20,699
-250
| -1% | -$8.44K | 0.03% | 379 |
|
|
2022
Q1 | $723K | Buy |
20,949
+1,077
| +5% | +$41.7K | 0.03% | 382 |
|
|
2021
Q4 | $867K | Buy |
19,872
+985
| +5% | +$46.1K | 0.04% | 357 |
|
|
2021
Q3 | $865K | Buy |
18,887
+7,111
| +60% | +$332K | 0.04% | 341 |
|
|
2021
Q2 | $533K | Buy |
11,776
+875
| +8% | +$40.1K | 0.02% | 401 |
|
|
2021
Q1 | $474K | Buy |
10,901
+2,621
| +32% | +$111K | 0.02% | 399 |
|
|
2020
Q4 | $350K | Sell |
8,280
-1,298
| -14% | -$49K | 0.02% | 421 |
|
|
2020
Q3 | $317K | Buy |
9,578
+3,823
| +66% | +$118K | 0.02% | 407 |
|
|
2020
Q2 | $165K | Sell |
5,755
-2,559
| -31% | -$69.3K | 0.01% | 471 |
|
|
2020
Q1 | $196K | Buy |
+8,314
| New | +$308K | 0.01% | 423 |
|
Other funds holding LAZ
AI
VCM
VPM
