BerganKDV Wealth Management’s AutoZone AZO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.72M | Buy |
688
+17
| +3% | +$43.4K | 0.17% | 98 |
|
|
2023
Q1 | $1.65M | Buy |
671
+61
| +10% | +$149K | 0.17% | 102 |
|
|
2022
Q4 | $1.5M | Buy |
610
+23
| +4% | +$55.6K | 0.16% | 104 |
|
|
2022
Q3 | $1.26M | Buy |
587
+24
| +4% | +$52.3K | 0.15% | 109 |
|
|
2022
Q2 | $1.21M | Buy |
563
+35
| +7% | +$72K | 0.14% | 121 |
|
|
2022
Q1 | $1.08M | Buy |
528
+16
| +3% | +$31.3K | 0.12% | 124 |
|
|
2021
Q4 | $1.07M | Buy |
512
+25
| +5% | +$46.5K | 0.11% | 122 |
|
|
2021
Q3 | $827K | Sell |
487
-7
| -1% | -$11.2K | 0.09% | 135 |
|
|
2021
Q2 | $737K | Buy |
494
+4
| +0.8% | +$5.8K | 0.09% | 142 |
|
|
2021
Q1 | $688K | Sell |
490
-6
| -1% | -$7.43K | 0.09% | 143 |
|
|
2020
Q4 | $588K | Sell |
496
-8
| -2% | -$9.27K | 0.08% | 148 |
|
|
2020
Q3 | $594K | Sell |
504
-18
| -3% | -$21.3K | 0.09% | 140 |
|
|
2020
Q2 | $589K | Sell |
522
-10
| -2% | -$10.5K | 0.1% | 134 |
|
|
2020
Q1 | $450K | Sell |
532
-35
| -6% | -$36.4K | 0.09% | 140 |
|
|
2019
Q4 | $675K | Sell |
567
-39
| -6% | -$45K | 0.12% | 127 |
|
|
2019
Q3 | $657K | Sell |
606
-331
| -35% | -$371K | 0.13% | 112 |
|
|
2019
Q2 | $1.03M | Sell |
937
-94
| -9% | -$98.9K | 0.2% | 92 |
|
|
2019
Q1 | $1.06M | Sell |
1,031
-218
| -17% | -$196K | 0.22% | 82 |
|
|
2018
Q4 | $1.05M | Sell |
1,249
-31
| -2% | -$24.8K | 0.25% | 76 |
|
|
2018
Q3 | $993K | Sell |
1,280
-130
| -9% | -$95.7K | 0.21% | 81 |
|
|
2018
Q2 | $946K | Buy |
1,410
+12
| +0.9% | +$7.74K | 0.21% | 82 |
|
|
2018
Q1 | $907K | Buy |
1,398
+54
| +4% | +$38.7K | 0.25% | 87 |
|
|
2017
Q4 | $956K | Buy |
1,344
+107
| +9% | +$68.4K | 0.23% | 87 |
|
|
2017
Q3 | $736K | Buy |
1,237
+280
| +29% | +$149K | 0.18% | 104 |
|
|
2017
Q2 | $546K | Sell |
957
-4
| -0.4% | -$2.6K | 0.16% | 114 |
|
|
2017
Q1 | $695K | Buy |
961
+45
| +5% | +$33.3K | 0.21% | 102 |
|
|
2016
Q4 | $723K | Buy |
916
+134
| +17% | +$103K | 0.24% | 87 |
|
|
2016
Q3 | $601K | Buy |
782
+81
| +12% | +$63.1K | 0.21% | 102 |
|
|
2016
Q2 | $556K | Buy |
701
+139
| +25% | +$107K | 0.24% | 95 |
|
|
2016
Q1 | $448K | Buy |
+562
| New | +$425K | 0.27% | 97 |
|
Other funds holding AZO
