DWM
AZEK
Diversify Wealth Management’s The AZEK Co AZEK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-20,171
| Closed | -$998K | – | 537 |
|
|
2025
Q1 | $998K | Buy |
20,171
+5,195
| +35% | +$257K | 0.07% | 244 |
|
|
2024
Q4 | $671K | Buy |
14,976
+4,637
| +45% | +$208K | 0.05% | 289 |
|
|
2024
Q3 | $437K | Buy |
10,339
+1,317
| +15% | +$55.6K | 0.04% | 337 |
|
|
2024
Q2 | $370K | Buy |
+9,022
| New | +$370K | 0.05% | 324 |
|