Congress Wealth Management’s The AZEK Co AZEK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $895K | Sell |
16,473
-98,671
| -86% | -$5.36M | 0.01% | 737 |
|
|
2025
Q1 | $5.63M | Buy |
115,144
+19,826
| +21% | +$969K | 0.07% | 313 |
|
|
2024
Q4 | $4.52M | Buy |
95,318
+6,073
| +7% | +$288K | 0.06% | 297 |
|
|
2024
Q3 | $4.18M | Buy |
89,245
+2,298
| +3% | +$108K | 0.06% | 319 |
|
|
2024
Q2 | $3.66M | Buy |
86,947
+6,557
| +8% | +$276K | 0.06% | 287 |
|
|
2024
Q1 | $4.04M | Buy |
80,390
+2,157
| +3% | +$108K | 0.07% | 249 |
|
|
2023
Q4 | $2.99M | Buy |
78,233
+2,826
| +4% | +$108K | 0.06% | 274 |
|
|
2023
Q3 | $2.24M | Buy |
75,407
+16,229
| +27% | +$483K | 0.05% | 289 |
|
|
2023
Q2 | $1.79M | Buy |
59,178
+2,280
| +4% | +$69.1K | 0.04% | 280 |
|
|
2023
Q1 | $1.34M | Buy |
56,898
+6,944
| +14% | +$163K | 0.03% | 314 |
|
|
2022
Q4 | $1.02M | Buy |
49,954
+1,486
| +3% | +$30.2K | 0.03% | 332 |
|
|
2022
Q3 | $805K | Buy |
48,468
+14,346
| +42% | +$238K | 0.02% | 351 |
|
|
2022
Q2 | $571K | Buy |
34,122
+6,428
| +23% | +$108K | 0.01% | 387 |
|
|
2022
Q1 | $689K | Buy |
+27,694
| New | +$689K | 0.02% | 399 |
|