Elm Advisors’s AutoZone AZO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $217K | Hold |
106
| – | – | 0.29% | 44 |
|
|
2021
Q4 | $222K | Buy |
+106
| New | +$222K | 0.12% | 87 |
|
|
2021
Q1 | – | Sell |
-116
| Closed | -$138K | – | 105 |
|
|
2020
Q4 | $138K | Buy |
+116
| New | +$138K | 0.08% | 98 |
|
|
2020
Q1 | – | Sell |
-190
| Closed | -$226K | – | 81 |
|
|
2019
Q4 | $226K | Hold |
190
| – | – | 0.14% | 84 |
|
|
2019
Q3 | $206K | Sell |
190
-20
| -10% | -$21.7K | 0.14% | 81 |
|
|
2019
Q2 | $231K | Hold |
210
| – | – | 0.16% | 77 |
|
|
2019
Q1 | $215K | Buy |
+210
| New | +$215K | 0.15% | 82 |
|
|
2018
Q4 | – | Sell |
-210
| Closed | -$163K | – | 100 |
|
|
2018
Q3 | $163K | Buy |
+210
| New | +$163K | 0.11% | 90 |
|