Beaumont Financial Advisors’s Azenta AZTA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-24,500	Closed	-$849K	–	380
2025 Q1	$849K	Hold	24,500	–	–	0.07%	167
2024 Q4	$1.23M	Sell	24,500 -31	-0.1%	-$1.55K	0.09%	131
2024 Q3	$1.19M	Hold	24,531	–	–	0.09%	129
2024 Q2	$1.29M	Hold	24,531	–	–	0.1%	128
2024 Q1	$1.48M	Hold	24,531	–	–	0.12%	110
2023 Q4	$1.6M	Sell	24,531 -7,000	-22%	-$456K	0.15%	100
2023 Q3	$1.58M	Sell	31,531 -2,000	-6%	-$100K	0.16%	94
2023 Q2	$1.57M	Buy	33,531 +31	+0.1%	+$1.45K	0.14%	105
2023 Q1	$1.49M	Hold	33,500	–	–	0.15%	97
2022 Q4	$1.95M	Sell	33,500 -6,506	-16%	-$379K	0.2%	77
2022 Q3	$1.72M	Buy	40,006 +6	+0%	+$257	0.16%	88
2022 Q2	$2.88M	Hold	40,000	–	–	0.26%	61
2022 Q1	$3.32M	Hold	40,000	–	–	0.25%	78
2021 Q4	$4.12M	Hold	40,000	–	–	0.3%	57
2021 Q3	$4.09M	Hold	40,000	–	–	0.32%	61
2021 Q2	$3.81M	Hold	40,000	–	–	0.29%	60
2021 Q1	$3.27M	Sell	40,000 -7,000	-15%	-$572K	0.28%	73
2020 Q4	$3.19M	Sell	47,000 -112	-0.2%	-$7.6K	0.28%	78
2020 Q3	$2.18M	Sell	47,112 -7,888	-14%	-$365K	0.21%	90
2020 Q2	$2.43M	Sell	55,000 -22,758	-29%	-$1.01M	0.25%	80
2020 Q1	$2.37M	Sell	77,758 -1,000	-1%	-$30.5K	0.3%	61
2019 Q4	$3.31M	Buy	+78,758	New	+$3.31M	0.33%	72