Creative Planning’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 | $1.08M | Buy |
19,886
+1,953
| +11% | +$106K | ﹤0.01% | 1786 |
|
|
2025
Q1 | $877K | Buy |
17,933
+10,277
| +134% | +$502K | ﹤0.01% | 1815 |
|
|
2024
Q4 | $363K | Buy |
7,656
+669
| +10% | +$31.8K | ﹤0.01% | 2505 |
|
|
2024
Q3 | $327K | Buy |
6,987
+430
| +7% | +$20.1K | ﹤0.01% | 2454 |
|
|
2024
Q2 | $276K | Buy |
6,557
+2,017
| +44% | +$85K | ﹤0.01% | 2410 |
|
|
2024
Q1 | $228K | Buy |
+4,540
| New | +$228K | ﹤0.01% | 2467 |
|
|
2022
Q3 | – | Sell |
-10,309
| Closed | -$173K | – | 2224 |
|
|
2022
Q2 | $173K | Buy |
+10,309
| New | +$173K | ﹤0.01% | 1892 |
|