Carson Wealth (CWM LLC)’s AZZ Inc AZZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $115K | Sell |
1,214
-175
| -13% | -$16.6K | ﹤0.01% | 2589 |
|
|
2025
Q1 | $116K | Buy |
1,389
+684
| +97% | +$57.1K | ﹤0.01% | 2295 |
|
|
2024
Q4 | $58K | Buy |
705
+11
| +2% | +$905 | ﹤0.01% | 2684 |
|
|
2024
Q3 | $57K | Buy |
694
+235
| +51% | +$19.3K | ﹤0.01% | 2587 |
|
|
2024
Q2 | $35K | Buy |
459
+188
| +69% | +$14.3K | ﹤0.01% | 2711 |
|
|
2024
Q1 | $21K | Hold |
271
| – | – | ﹤0.01% | 2852 |
|
|
2023
Q4 | $16K | Buy |
271
+49
| +22% | +$2.89K | ﹤0.01% | 2891 |
|
|
2023
Q3 | $10K | Hold |
222
| – | – | ﹤0.01% | 3113 |
|
|
2023
Q2 | $10K | Buy |
222
+32
| +17% | +$1.44K | ﹤0.01% | 3055 |
|
|
2023
Q1 | $8K | Hold |
190
| – | – | ﹤0.01% | 3054 |
|
|
2022
Q4 | $8K | Buy |
190
+125
| +192% | +$5.26K | ﹤0.01% | 2902 |
|
|
2022
Q3 | $2K | Sell |
65
-194
| -75% | -$5.97K | ﹤0.01% | 3410 |
|
|
2022
Q2 | $11K | Buy |
259
+200
| +339% | +$8.49K | ﹤0.01% | 2503 |
|
|
2022
Q1 | $3K | Sell |
59
-35
| -37% | -$1.78K | ﹤0.01% | 2989 |
|
|
2021
Q4 | $5K | Buy |
+94
| New | +$5K | ﹤0.01% | 2687 |
|