Creative Planning’s Azenta AZTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $270K | Buy |
+8,781
| New | +$270K | ﹤0.01% | 2986 |
|
|
2025
Q1 | – | Sell |
-4,579
| Closed | -$229K | – | 3458 |
|
|
2024
Q4 | $229K | Buy |
+4,579
| New | +$229K | ﹤0.01% | 2867 |
|
|
2024
Q3 | – | Sell |
-4,185
| Closed | -$220K | – | 3191 |
|
|
2024
Q2 | $220K | Sell |
4,185
-134
| -3% | -$7.05K | ﹤0.01% | 2598 |
|
|
2024
Q1 | $260K | Buy |
4,319
+476
| +12% | +$28.7K | ﹤0.01% | 2354 |
|
|
2023
Q4 | $250K | Buy |
3,843
+3,443
| +861% | +$224K | ﹤0.01% | 2221 |
|
|
2023
Q3 | $20.1K | Sell |
400
-12,164
| -97% | -$611K | ﹤0.01% | 2565 |
|
|
2023
Q2 | $586K | Sell |
12,564
-957
| -7% | -$44.7K | ﹤0.01% | 1446 |
|
|
2023
Q1 | $603K | Buy |
13,521
+470
| +4% | +$21K | ﹤0.01% | 1347 |
|
|
2022
Q4 | $760K | Buy |
13,051
+79
| +0.6% | +$4.6K | ﹤0.01% | 1170 |
|
|
2022
Q3 | $556K | Buy |
12,972
+5,377
| +71% | +$230K | ﹤0.01% | 1260 |
|
|
2022
Q2 | $547K | Buy |
7,595
+4,371
| +136% | +$315K | ﹤0.01% | 1262 |
|
|
2022
Q1 | $267K | Buy |
3,224
+398
| +14% | +$33K | ﹤0.01% | 1707 |
|
|
2021
Q4 | $291K | Buy |
2,826
+555
| +24% | +$57.2K | ﹤0.01% | 1640 |
|
|
2021
Q3 | $232K | Buy |
2,271
+16
| +0.7% | +$1.64K | ﹤0.01% | 1762 |
|
|
2021
Q2 | $215K | Sell |
2,255
-402
| -15% | -$38.3K | ﹤0.01% | 1758 |
|
|
2021
Q1 | $217K | Buy |
+2,657
| New | +$217K | ﹤0.01% | 2000 |
|
|
2017
Q3 | – | Sell |
-2,777
| Closed | -$60K | – | 1996 |
|
|
2017
Q2 | $60K | Buy |
2,777
+2,342
| +538% | +$50.6K | ﹤0.01% | 2352 |
|
|
2017
Q1 | $10K | Buy |
435
+375
| +625% | +$8.62K | ﹤0.01% | 3534 |
|
|
2016
Q4 | $1K | Sell |
60
-564
| -90% | -$9.4K | ﹤0.01% | 4266 |
|
|
2016
Q3 | $8K | Hold |
624
| – | – | ﹤0.01% | 3557 |
|
|
2016
Q2 | $7K | Hold |
624
| – | – | ﹤0.01% | 3387 |
|
|
2016
Q1 | $6K | Hold |
624
| – | – | ﹤0.01% | 3425 |
|
|
2015
Q4 | $7K | Sell |
624
-78
| -11% | -$875 | ﹤0.01% | 3429 |
|
|
2015
Q3 | $8K | Buy |
+702
| New | +$8K | ﹤0.01% | 3284 |
|
|
2013
Q3 | – | Sell |
-200
| Closed | -$2K | – | 3207 |
|
|
2013
Q2 | $2K | Buy |
+200
| New | +$2K | ﹤0.01% | 2811 |
|