Caldwell Trust’s AutoZone AZO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.74M | Buy |
470
+104
|
|
||||
|
2025
Q1 | $1.4M | Sell |
366
-1
|
|
||||
|
2024
Q4 | $1.18M | Buy |
367
+6
|
|
||||
|
2024
Q3 | $1.14M | Buy |
361
+2
|
|
||||
|
2024
Q2 | $1.06M | Sell |
359
-1
|
|
||||
|
2024
Q1 | $1.13M | Sell |
360
-10
|
|
||||
|
2023
Q4 | $957K | Sell |
370
-6
|
|
||||
|
2023
Q3 | $955K | Sell |
376
-5
|
|
||||
|
2023
Q2 | $950K | Buy |
381
+1
|
|
||||
|
2023
Q1 | $934K | Sell |
380
-2
|
|
||||
|
2022
Q4 | $942K | Buy |
382
+22
|
|
||||
|
2022
Q3 | $771K | Buy |
360
+22
|
|
||||
|
2022
Q2 | $726K | Buy |
338
+16
|
|
||||
|
2022
Q1 | $658K | Buy |
322
+5
|
|
||||
|
2021
Q4 | $665K | Buy |
317
+19
|
|
||||
|
2021
Q3 | $506K | Buy |
298
+8
|
|
||||
|
2021
Q2 | $433K | Buy |
290
+17
|
|
||||
|
2021
Q1 | $383K | Buy |
273
+101
|
|
||||
|
2020
Q4 | $204K | Buy |
172
+25
|
|
||||
|
2020
Q3 | $173K | Hold |
147
|
|
||||
|
2020
Q2 | $166K | Hold |
147
|
|
||||
|
2020
Q1 | $124K | Hold |
147
|
|
||||
|
2019
Q4 | $175K | Buy |
+147
|
|