DWM
Dakota Wealth Management’s AutoZone AZO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Buy |
313
+50
| +19% | +$186K | 0.02% | 358 |
|
|
2025
Q1 | $1M | Sell |
263
-13
| -5% | -$49.6K | 0.02% | 373 |
|
|
2024
Q4 | $884K | Sell |
276
-25
| -8% | -$80.1K | 0.02% | 387 |
|
|
2024
Q3 | $948K | Sell |
301
-4
| -1% | -$12.6K | 0.02% | 376 |
|
|
2024
Q2 | $904K | Sell |
305
-20
| -6% | -$59.3K | 0.02% | 382 |
|
|
2024
Q1 | $1.02M | Buy |
325
+12
| +4% | +$37.8K | 0.03% | 363 |
|
|
2023
Q4 | $809K | Sell |
313
-382
| -55% | -$988K | 0.03% | 343 |
|
|
2023
Q3 | $1.77M | Sell |
695
-4,020
| -85% | -$10.2M | 0.08% | 220 |
|
|
2023
Q2 | $11.8M | Buy |
4,715
+835
| +22% | +$2.08M | 0.55% | 46 |
|
|
2023
Q1 | $9.54M | Buy |
3,880
+3,358
| +643% | +$8.25M | 0.64% | 39 |
|
|
2022
Q4 | $1.29M | Sell |
522
-2,428
| -82% | -$5.99M | 0.09% | 191 |
|
|
2022
Q3 | $6.32M | Buy |
2,950
+2,856
| +3,038% | +$6.12M | 0.51% | 44 |
|
|
2022
Q2 | $202K | Buy |
+94
| New | +$202K | 0.02% | 441 |
|
|
2021
Q1 | – | Sell |
-1,153
| Closed | -$1.37M | – | 313 |
|
|
2020
Q4 | $1.37M | Sell |
1,153
-45
| -4% | -$53.4K | 0.18% | 121 |
|
|
2020
Q3 | $1.41M | Sell |
1,198
-66
| -5% | -$77.7K | 0.22% | 95 |
|
|
2020
Q2 | $1.43M | Buy |
1,264
+283
| +29% | +$319K | 0.24% | 100 |
|
|
2020
Q1 | $830K | Sell |
981
-982
| -50% | -$831K | 0.18% | 113 |
|
|
2019
Q4 | $2.34M | Buy |
1,963
+868
| +79% | +$1.03M | 0.38% | 78 |
|
|
2019
Q3 | $1.19M | Buy |
1,095
+610
| +126% | +$662K | 0.2% | 106 |
|
|
2019
Q2 | $533K | Buy |
485
+45
| +10% | +$49.5K | 0.1% | 174 |
|
|
2019
Q1 | $451K | Buy |
+440
| New | +$451K | 0.09% | 189 |
|