BWM
BerganKDV Wealth Management’s AutoZone AZO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.72M | Buy |
688
+17
| +3% | +$42.4K | 0.17% | 98 |
|
|
2023
Q1 | $1.65M | Buy |
671
+61
| +10% | +$150K | 0.17% | 102 |
|
|
2022
Q4 | $1.5M | Buy |
610
+23
| +4% | +$56.7K | 0.16% | 104 |
|
|
2022
Q3 | $1.26M | Buy |
587
+24
| +4% | +$51.4K | 0.15% | 109 |
|
|
2022
Q2 | $1.21M | Buy |
563
+35
| +7% | +$75.2K | 0.14% | 121 |
|
|
2022
Q1 | $1.08M | Buy |
528
+16
| +3% | +$32.7K | 0.12% | 124 |
|
|
2021
Q4 | $1.07M | Buy |
512
+25
| +5% | +$52.4K | 0.11% | 122 |
|
|
2021
Q3 | $827K | Sell |
487
-7
| -1% | -$11.9K | 0.09% | 135 |
|
|
2021
Q2 | $737K | Buy |
494
+4
| +0.8% | +$5.97K | 0.09% | 142 |
|
|
2021
Q1 | $688K | Sell |
490
-6
| -1% | -$8.42K | 0.09% | 143 |
|
|
2020
Q4 | $588K | Sell |
496
-8
| -2% | -$9.48K | 0.08% | 148 |
|
|
2020
Q3 | $594K | Sell |
504
-18
| -3% | -$21.2K | 0.09% | 140 |
|
|
2020
Q2 | $589K | Sell |
522
-10
| -2% | -$11.3K | 0.1% | 134 |
|
|
2020
Q1 | $450K | Sell |
532
-35
| -6% | -$29.6K | 0.09% | 140 |
|
|
2019
Q4 | $675K | Sell |
567
-39
| -6% | -$46.4K | 0.12% | 127 |
|
|
2019
Q3 | $657K | Sell |
606
-331
| -35% | -$359K | 0.13% | 112 |
|
|
2019
Q2 | $1.03M | Sell |
937
-94
| -9% | -$103K | 0.2% | 92 |
|
|
2019
Q1 | $1.06M | Sell |
1,031
-218
| -17% | -$223K | 0.22% | 82 |
|
|
2018
Q4 | $1.05M | Sell |
1,249
-31
| -2% | -$26K | 0.25% | 76 |
|
|
2018
Q3 | $993K | Sell |
1,280
-130
| -9% | -$101K | 0.21% | 81 |
|
|
2018
Q2 | $946K | Buy |
1,410
+12
| +0.9% | +$8.05K | 0.21% | 82 |
|
|
2018
Q1 | $907K | Buy |
1,398
+54
| +4% | +$35K | 0.25% | 87 |
|
|
2017
Q4 | $956K | Buy |
1,344
+107
| +9% | +$76.1K | 0.23% | 87 |
|
|
2017
Q3 | $736K | Buy |
1,237
+280
| +29% | +$167K | 0.18% | 104 |
|
|
2017
Q2 | $546K | Sell |
957
-4
| -0.4% | -$2.28K | 0.16% | 114 |
|
|
2017
Q1 | $695K | Buy |
961
+45
| +5% | +$32.5K | 0.21% | 102 |
|
|
2016
Q4 | $723K | Buy |
916
+134
| +17% | +$106K | 0.24% | 87 |
|
|
2016
Q3 | $601K | Buy |
782
+81
| +12% | +$62.3K | 0.21% | 102 |
|
|
2016
Q2 | $556K | Buy |
701
+139
| +25% | +$110K | 0.24% | 95 |
|
|
2016
Q1 | $448K | Buy |
+562
| New | +$448K | 0.27% | 97 |
|