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 |
|