Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$470K Buy
+11,054
New +$541K 0.01% 2105
2025
Q4
Sell
-11,555
Closed -$610K 3580
2025
Q3
$610K Buy
+11,555
New +$623K 0.03% 928
2024
Q4
Sell
-27,777
Closed -$1.4M 2636
2024
Q3
$1.4M Buy
+27,777
New +$1.29M 0.1% 280
2024
Q2
Sell
-7,943
Closed -$333K 2186
2024
Q1
$333K Buy
+7,943
New +$309K 0.04% 762
2023
Q2
Sell
-10,262
Closed -$340K 1634
2023
Q1
$340K Buy
10,262
+3,440
+50% +$127K 0.07% 551
2022
Q4
$237K Buy
+6,822
New +$243K 0.05% 741
2022
Q2
Sell
-8,301
Closed -$286K 979
2022
Q1
$286K Buy
+8,301
New +$321K 0.13% 285

Other funds holding LAZ