Whipplewood Advisors, LLC Lazard Inc Transaction History

Whipplewood Advisors, LLC

  • $182 Billion
  • Q2 2025
Number of Shares
15
Previous 20 25.0%
Holding current value
$720,000
Previous $650,000 10.77%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 31, 2025
SELL
N/A
-5 Reduced 25.0%
15 $720,000
Q1 2025

Apr 09, 2025
BUY
N/A
5 Added 33.33%
20 $650,000
Q4 2024

Feb 04, 2025
BUY
N/A
15 New
15 $772,000
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