Carson Wealth (CWM LLC)’s The AZEK Co AZEK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-12,183
| Closed | -$662K | – | 5260 |
|
|
2025
Q2 | $662K | Buy |
12,183
+265
| +2% | +$13.3K | ﹤0.01% | 1466 |
|
|
2025
Q1 | $583K | Buy |
11,918
+6,166
| +107% | +$292K | ﹤0.01% | 1393 |
|
|
2024
Q4 | $273K | Buy |
5,752
+17
| +0.3% | +$812 | ﹤0.01% | 1650 |
|
|
2024
Q3 | $268K | Buy |
5,735
+636
| +12% | +$27.3K | ﹤0.01% | 1606 |
|
|
2024
Q2 | $215K | Buy |
5,099
+1,001
| +24% | +$46.3K | ﹤0.01% | 1549 |
|
|
2024
Q1 | $206K | Buy |
4,098
+2,076
| +103% | +$90.5K | ﹤0.01% | 1507 |
|
|
2023
Q4 | $77K | Buy |
2,022
+907
| +81% | +$28.3K | ﹤0.01% | 1903 |
|
|
2023
Q3 | $33K | Hold |
1,115
| – | – | ﹤0.01% | 2333 |
|
|
2023
Q2 | $34K | Buy |
1,115
+210
| +23% | +$5.43K | ﹤0.01% | 2263 |
|
|
2023
Q1 | $21K | Sell |
905
-71
| -7% | -$1.68K | ﹤0.01% | 2459 |
|
|
2022
Q4 | $20K | Buy |
976
+378
| +63% | +$7K | ﹤0.01% | 2351 |
|
|
2022
Q3 | $10K | Buy |
598
+332
| +125% | +$6.32K | ﹤0.01% | 2657 |
|
|
2022
Q2 | $4K | Sell |
266
-2,758
| -91% | -$56.6K | ﹤0.01% | 3046 |
|
|
2022
Q1 | $75K | Buy |
3,024
+2,439
| +417% | +$76.7K | ﹤0.01% | 1435 |
|
|
2021
Q4 | $27K | Buy |
+585
| New | +$23.3K | ﹤0.01% | 1820 |
|
|
2021
Q2 | $25K | Hold |
585
| – | – | ﹤0.01% | 1682 |
|
|
2021
Q1 | $25K | Hold |
585
| – | – | ﹤0.01% | 1682 |
|
|
2020
Q4 | $25K | Hold |
585
| – | – | ﹤0.01% | 1682 |
|
|
2020
Q3 | $25K | Hold |
585
| – | – | ﹤0.01% | 1682 |
|
|
2020
Q2 | $25K | Buy |
+585
| New | +$17.8K | ﹤0.01% | 1682 |
|
