Creative Planning’s AZZ Inc AZZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.85M | Buy |
22,781
+7,188
| +46% | +$907K | ﹤0.01% | 1616 |
|
|
2025
Q4 | $1.67M | Buy |
15,593
+4,975
| +47% | +$516K | ﹤0.01% | 1864 |
|
|
2025
Q3 | $1.16M | Buy |
10,618
+3,774
| +55% | +$419K | ﹤0.01% | 1983 |
|
|
2025
Q2 | $647K | Sell |
6,844
-3,186
| -32% | -$281K | ﹤0.01% | 2240 |
|
|
2025
Q1 | $839K | Buy |
10,030
+1,146
| +13% | +$102K | ﹤0.01% | 1852 |
|
|
2024
Q4 | $728K | Buy |
8,884
+2,117
| +31% | +$179K | ﹤0.01% | 1897 |
|
|
2024
Q3 | $559K | Sell |
6,767
-196
| -3% | -$15.5K | ﹤0.01% | 2000 |
|
|
2024
Q2 | $538K | Buy |
6,963
+2,974
| +75% | +$233K | ﹤0.01% | 1879 |
|
|
2024
Q1 | $308K | Buy |
+3,989
| New | +$269K | ﹤0.01% | 2231 |
|
|
2017
Q3 | – | Sell |
-1,606
| Closed | -$90K | – | 2036 |
|
|
2017
Q2 | $90K | Buy |
1,606
+1
| +0.1% | +$57 | ﹤0.01% | 2056 |
|
|
2017
Q1 | $96K | Buy |
1,605
+1,480
| +1,184% | +$87.4K | ﹤0.01% | 1989 |
|
|
2016
Q4 | $8K | Hold |
125
| – | – | ﹤0.01% | 3668 |
|
|
2016
Q3 | $8K | Sell |
125
-6
| -5% | -$383 | ﹤0.01% | 3627 |
|
|
2016
Q2 | $8K | Hold |
131
| – | – | ﹤0.01% | 3369 |
|
|
2016
Q1 | $7K | Sell |
131
-281
| -68% | -$14.6K | ﹤0.01% | 3388 |
|
|
2015
Q4 | $23K | Buy |
412
+64
| +18% | +$3.57K | ﹤0.01% | 2735 |
|
|
2015
Q3 | $17K | Buy |
+348
| New | +$17.9K | ﹤0.01% | 2837 |
|
|
2015
Q2 | – | Sell |
-948
| Closed | -$44K | – | 1253 |
|
|
2015
Q1 | $44K | Sell |
948
-364
| -28% | -$16K | ﹤0.01% | 2101 |
|
|
2014
Q4 | $62K | Sell |
1,312
-28,189
| -96% | -$1.27M | ﹤0.01% | 1853 |
|
|
2014
Q3 | $1.23M | Buy |
29,501
+776
| +3% | +$35.4K | 0.01% | 342 |
|
|
2014
Q2 | $1.32M | Hold |
28,725
| – | – | 0.02% | 315 |
|
|
2014
Q1 | $1.28M | Hold |
28,725
| – | – | 0.02% | 298 |
|
|
2013
Q4 | $1.4M | Sell |
28,725
-1,249
| -4% | -$56.7K | 0.02% | 244 |
|
|
2013
Q3 | $1.25M | Buy |
29,974
+1,138
| +4% | +$43.9K | 0.02% | 227 |
|
|
2013
Q2 | $1.11M | Buy |
+28,836
| New | +$1.24M | 0.03% | 212 |
|
Other funds holding AZZ
VPM
VCM
