Carson Wealth (CWM LLC)’s AutoZone AZO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.66M Buy
717
+270
+60% +$1M 0.01% 841
2025
Q1
$1.71M Sell
447
-28
-6% -$107K 0.01% 880
2024
Q4
$1.52M Buy
475
+40
+9% +$128K 0.01% 891
2024
Q3
$1.37M Buy
435
+93
+27% +$293K 0.01% 862
2024
Q2
$1.01M Buy
342
+7
+2% +$20.8K ﹤0.01% 875
2024
Q1
$1.06M Buy
335
+18
+6% +$56.7K 0.01% 827
2023
Q4
$820K Buy
317
+16
+5% +$41.4K ﹤0.01% 885
2023
Q3
$765K Buy
301
+4
+1% +$10.2K ﹤0.01% 838
2023
Q2
$741K Sell
297
-12
-4% -$29.9K ﹤0.01% 812
2023
Q1
$760K Buy
309
+9
+3% +$22.1K 0.01% 743
2022
Q4
$740K Sell
300
-31
-9% -$76.5K 0.01% 691
2022
Q3
$709K Buy
331
+6
+2% +$12.9K 0.01% 642
2022
Q2
$698K Buy
325
+38
+13% +$81.6K 0.01% 657
2022
Q1
$587K Sell
287
-80
-22% -$164K ﹤0.01% 677
2021
Q4
$769K Buy
+367
New +$769K 0.01% 627
2021
Q2
$109K Hold
73
﹤0.01% 1099
2021
Q1
$109K Hold
73
﹤0.01% 1099
2020
Q4
$109K Hold
73
﹤0.01% 1099
2020
Q3
$109K Hold
73
﹤0.01% 1099
2020
Q2
$109K Hold
73
﹤0.01% 1099
2020
Q1
$109K Hold
73
﹤0.01% 1099
2019
Q4
$109K Hold
73
﹤0.01% 1099
2019
Q3
$109K Hold
73
﹤0.01% 1099
2019
Q2
$109K Hold
73
﹤0.01% 1099
2019
Q1
$109K Sell
73
-150
-67% -$224K ﹤0.01% 1099
2018
Q4
$187K Sell
223
-17
-7% -$14.3K ﹤0.01% 612
2018
Q3
$186K Hold
240
﹤0.01% 524
2018
Q2
$161K Buy
240
+3
+1% +$2.01K 0.01% 454
2018
Q1
$154K Sell
237
-75
-24% -$48.7K 0.01% 394
2017
Q4
$222K Buy
312
+92
+42% +$65.5K 0.01% 331
2017
Q3
$131K Buy
+220
New +$131K 0.01% 375
2017
Q1
Sell
-6
Closed -$5K 1172
2016
Q4
$5K Buy
+6
New +$5K ﹤0.01% 840