Carson Wealth (CWM LLC)’s The AZEK Co AZEK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $662K | Buy |
12,183
+265
| +2% | +$14.4K | ﹤0.01% | 1465 |
|
|
2025
Q1 | $583K | Buy |
11,918
+6,166
| +107% | +$302K | ﹤0.01% | 1391 |
|
|
2024
Q4 | $273K | Buy |
5,752
+17
| +0.3% | +$807 | ﹤0.01% | 1648 |
|
|
2024
Q3 | $268K | Buy |
5,735
+636
| +12% | +$29.7K | ﹤0.01% | 1605 |
|
|
2024
Q2 | $215K | Buy |
5,099
+1,001
| +24% | +$42.2K | ﹤0.01% | 1547 |
|
|
2024
Q1 | $206K | Buy |
4,098
+2,076
| +103% | +$104K | ﹤0.01% | 1506 |
|
|
2023
Q4 | $77K | Buy |
2,022
+907
| +81% | +$34.5K | ﹤0.01% | 1901 |
|
|
2023
Q3 | $33K | Hold |
1,115
| – | – | ﹤0.01% | 2332 |
|
|
2023
Q2 | $34K | Buy |
1,115
+210
| +23% | +$6.4K | ﹤0.01% | 2260 |
|
|
2023
Q1 | $21K | Sell |
905
-71
| -7% | -$1.65K | ﹤0.01% | 2457 |
|
|
2022
Q4 | $20K | Buy |
976
+378
| +63% | +$7.75K | ﹤0.01% | 2349 |
|
|
2022
Q3 | $10K | Buy |
598
+332
| +125% | +$5.55K | ﹤0.01% | 2654 |
|
|
2022
Q2 | $4K | Sell |
266
-2,758
| -91% | -$41.5K | ﹤0.01% | 3041 |
|
|
2022
Q1 | $75K | Buy |
3,024
+2,439
| +417% | +$60.5K | ﹤0.01% | 1433 |
|
|
2021
Q4 | $27K | Buy |
+585
| New | +$27K | ﹤0.01% | 1818 |
|
|
2021
Q2 | $25K | Hold |
585
| – | – | ﹤0.01% | 1679 |
|
|
2021
Q1 | $25K | Hold |
585
| – | – | ﹤0.01% | 1679 |
|
|
2020
Q4 | $25K | Hold |
585
| – | – | ﹤0.01% | 1679 |
|
|
2020
Q3 | $25K | Hold |
585
| – | – | ﹤0.01% | 1679 |
|
|
2020
Q2 | $25K | Hold |
585
| – | – | ﹤0.01% | 1679 |
|
|
2020
Q1 | $25K | Hold |
585
| – | – | ﹤0.01% | 1679 |
|
|
2019
Q4 | $25K | Hold |
585
| – | – | ﹤0.01% | 1679 |
|
|
2019
Q3 | $25K | Hold |
585
| – | – | ﹤0.01% | 1679 |
|
|
2019
Q2 | $25K | Hold |
585
| – | – | ﹤0.01% | 1679 |
|
|
2019
Q1 | $25K | Buy |
+585
| New | +$25K | ﹤0.01% | 1679 |
|