EWM
Evercore Wealth Management’s AutoZone AZO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $196M | Sell |
52,902
-1,636
| -3% | -$6.07M | 3.05% | 7 |
|
|
2025
Q1 | $208M | Sell |
54,538
-2,974
| -5% | -$11.3M | 3.34% | 6 |
|
|
2024
Q4 | $184M | Sell |
57,512
-379
| -0.7% | -$1.21M | 2.76% | 8 |
|
|
2024
Q3 | $182M | Sell |
57,891
-446
| -0.8% | -$1.4M | 2.74% | 10 |
|
|
2024
Q2 | $173M | Sell |
58,337
-218
| -0.4% | -$646K | 2.72% | 9 |
|
|
2024
Q1 | $185M | Buy |
58,555
+329
| +0.6% | +$1.04M | 2.89% | 7 |
|
|
2023
Q4 | $151M | Buy |
58,226
+336
| +0.6% | +$869K | 2.52% | 10 |
|
|
2023
Q3 | $147M | Buy |
57,890
+1,943
| +3% | +$4.94M | 2.75% | 8 |
|
|
2023
Q2 | $139M | Sell |
55,947
-308
| -0.5% | -$768K | 2.56% | 9 |
|
|
2023
Q1 | $138M | Sell |
56,255
-808
| -1% | -$1.99M | 2.76% | 8 |
|
|
2022
Q4 | $141M | Sell |
57,063
-900
| -2% | -$2.22M | 2.95% | 7 |
|
|
2022
Q3 | $124M | Sell |
57,963
-3,654
| -6% | -$7.83M | 2.8% | 9 |
|
|
2022
Q2 | $132M | Sell |
61,617
-3,037
| -5% | -$6.53M | 2.79% | 7 |
|
|
2022
Q1 | $132M | Buy |
64,654
+141
| +0.2% | +$288K | 2.34% | 11 |
|
|
2021
Q4 | $135M | Sell |
64,513
-830
| -1% | -$1.74M | 2.2% | 12 |
|
|
2021
Q3 | $111M | Sell |
65,343
-541
| -0.8% | -$919K | 2.01% | 16 |
|
|
2021
Q2 | $98.3M | Buy |
65,884
+365
| +0.6% | +$545K | 1.8% | 16 |
|
|
2021
Q1 | $92M | Buy |
65,519
+1,443
| +2% | +$2.03M | 1.82% | 18 |
|
|
2020
Q4 | $76M | Buy |
64,076
+2,235
| +4% | +$2.65M | 1.64% | 23 |
|
|
2020
Q3 | $72.8M | Buy |
61,841
+254
| +0.4% | +$299K | 1.78% | 16 |
|
|
2020
Q2 | $69.5M | Sell |
61,587
-183
| -0.3% | -$206K | 1.86% | 15 |
|
|
2020
Q1 | $52.3M | Buy |
61,770
+2,807
| +5% | +$2.37M | 1.72% | 19 |
|
|
2019
Q4 | $70.2M | Sell |
58,963
-41
| -0.1% | -$48.8K | 1.89% | 15 |
|
|
2019
Q3 | $64M | Buy |
59,004
+562
| +1% | +$610K | 1.88% | 17 |
|
|
2019
Q2 | $64.3M | Buy |
58,442
+184
| +0.3% | +$202K | 1.95% | 14 |
|
|
2019
Q1 | $59.7M | Buy |
58,258
+2,080
| +4% | +$2.13M | 1.92% | 14 |
|
|
2018
Q4 | $47.1M | Sell |
56,178
-1,747
| -3% | -$1.46M | 1.78% | 16 |
|
|
2018
Q3 | $44.9M | Sell |
57,925
-155
| -0.3% | -$120K | 1.44% | 23 |
|
|
2018
Q2 | $39M | Buy |
58,080
+2,922
| +5% | +$1.96M | 1.33% | 29 |
|
|
2018
Q1 | $35.8M | Sell |
55,158
-2,964
| -5% | -$1.92M | 1.37% | 30 |
|
|
2017
Q4 | $41.3M | Sell |
58,122
-5,956
| -9% | -$4.24M | 1.54% | 28 |
|
|
2017
Q3 | $38.1M | Sell |
64,078
-6,914
| -10% | -$4.11M | 1.49% | 27 |
|
|
2017
Q2 | $40.5M | Sell |
70,992
-6,574
| -8% | -$3.75M | 1.56% | 23 |
|
|
2017
Q1 | $56.1M | Sell |
77,566
-405
| -0.5% | -$293K | 2.19% | 10 |
|
|
2016
Q4 | $61.6M | Sell |
77,971
-81
| -0.1% | -$64K | 2.55% | 4 |
|
|
2016
Q3 | $60M | Sell |
78,052
-3,933
| -5% | -$3.02M | 2.48% | 5 |
|
|
2016
Q2 | $65.1M | Buy |
81,985
+1,404
| +2% | +$1.11M | 2.87% | 2 |
|
|
2016
Q1 | $64.2M | Buy |
80,581
+15,421
| +24% | +$12.3M | 2.84% | 2 |
|
|
2015
Q4 | $48.3M | Buy |
65,160
+2,474
| +4% | +$1.84M | 2.24% | 7 |
|
|
2015
Q3 | $45.3M | Buy |
62,686
+1,551
| +3% | +$1.12M | 2.17% | 7 |
|
|
2015
Q2 | $40.8M | Buy |
61,135
+1,315
| +2% | +$877K | 1.84% | 10 |
|
|
2015
Q1 | $40.8M | Buy |
59,820
+2,127
| +4% | +$1.45M | 1.87% | 9 |
|
|
2014
Q4 | $35.7M | Buy |
57,693
+1,963
| +4% | +$1.21M | 1.78% | 11 |
|
|
2014
Q3 | $28.4M | Buy |
55,730
+6,067
| +12% | +$3.09M | 1.42% | 21 |
|
|
2014
Q2 | $26.6M | Buy |
49,663
+7,098
| +17% | +$3.8M | 1.37% | 21 |
|
|
2014
Q1 | $22.9M | Sell |
42,565
-1,226
| -3% | -$658K | 1.28% | 23 |
|
|
2013
Q4 | $21M | Buy |
43,791
+5,334
| +14% | +$2.55M | 1.15% | 27 |
|
|
2013
Q3 | $16.3M | Sell |
38,457
-5,215
| -12% | -$2.21M | 0.93% | 30 |
|
|
2013
Q2 | $18.5M | Buy |
+43,672
| New | +$18.5M | 1.05% | 23 |
|