Beverly Hills Private Wealth, LLC LAZARD INC Transaction History

Beverly Hills Private Wealth, LLC

  • $567 Billion
  • Q3 2025
Number of Shares
5,333
Previous 4,571 16.67%
Holding current value
$281 Million
Previous $219 Million 28.33%
% of portfolio
0.05%
Previous 0.04%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025
BUY
N/A
762 Added 16.67%
5,333 $281 Million
Q2 2025

Jul 29, 2025
SELL
N/A
-221 Reduced 4.61%
4,571 $219 Million
Q1 2025

Apr 29, 2025
SELL
N/A
-19 Reduced 0.39%
4,792 $207 Million
Q4 2024

Feb 13, 2025
BUY
N/A
108 Added 2.3%
4,811 $248 Million
Q3 2024

Nov 12, 2024
SELL
N/A
-1,039 Reduced 18.09%
4,703 $237 Million
Q2 2024

Aug 07, 2024
SELL
N/A
-355 Reduced 5.82%
5,742 $219 Million
Q1 2024

May 08, 2024
BUY
N/A
6,097 New
6,097 $255 Million
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