Clearstead Advisors’s Azenta AZTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-8,070
| Closed | -$280K | – | 2738 |
|
|
2025
Q1 | $280K | Hold |
8,070
| – | – | ﹤0.01% | 730 |
|
|
2024
Q4 | $404K | Hold |
8,070
| – | – | 0.01% | 634 |
|
|
2024
Q3 | $391K | Hold |
8,070
| – | – | 0.01% | 632 |
|
|
2024
Q2 | $425K | Hold |
8,070
| – | – | 0.01% | 576 |
|
|
2024
Q1 | $414K | Hold |
8,070
| – | – | 0.02% | 340 |
|
|
2023
Q4 | $526K | Sell |
8,070
-8,070
| -50% | -$526K | 0.03% | 302 |
|
|
2023
Q3 | $810K | Buy |
16,140
+8,070
| +100% | +$405K | 0.02% | 335 |
|
|
2023
Q2 | $377K | Hold |
8,070
| – | – | 0.02% | 332 |
|
|
2023
Q1 | $360K | Buy |
+8,070
| New | +$360K | 0.03% | 311 |
|
|
2022
Q4 | – | Sell |
-7,651
| Closed | -$328K | – | 1315 |
|
|
2022
Q3 | $328K | Hold |
7,651
| – | – | 0.03% | 290 |
|
|
2022
Q2 | $552K | Sell |
7,651
-133
| -2% | -$9.6K | 0.04% | 235 |
|
|
2022
Q1 | $645K | Buy |
7,784
+133
| +2% | +$11K | 0.04% | 230 |
|
|
2021
Q4 | $789K | Sell |
7,651
-312
| -4% | -$32.2K | 0.05% | 202 |
|
|
2021
Q3 | $815K | Buy |
7,963
+312
| +4% | +$31.9K | 0.06% | 190 |
|
|
2021
Q2 | $729K | Hold |
7,651
| – | – | 0.06% | 190 |
|
|
2021
Q1 | $625K | Buy |
7,651
+3,300
| +76% | +$270K | 0.05% | 200 |
|
|
2020
Q4 | $295K | Buy |
+4,351
| New | +$295K | 0.03% | 267 |
|