EWA
EverSource Wealth Advisors’s AutoZone AZO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.7M | Buy |
2,883
+98
| +4% | +$364K | 0.48% | 46 |
|
|
2025
Q1 | $10.6M | Buy |
2,785
+25
| +0.9% | +$95.3K | 0.58% | 39 |
|
|
2024
Q4 | $8.84M | Buy |
2,760
+17
| +0.6% | +$54.4K | 0.5% | 48 |
|
|
2024
Q3 | $8.64M | Sell |
2,743
-8
| -0.3% | -$25.2K | 0.55% | 46 |
|
|
2024
Q2 | $8.62M | Buy |
2,751
+7
| +0.3% | +$21.9K | 0.57% | 42 |
|
|
2024
Q1 | $8.11M | Sell |
2,744
-17
| -0.6% | -$50.3K | 0.64% | 39 |
|
|
2023
Q4 | $7.14M | Buy |
2,761
+10
| +0.4% | +$25.9K | 0.65% | 33 |
|
|
2023
Q3 | $6.99M | Buy |
2,751
+69
| +3% | +$175K | 0.74% | 30 |
|
|
2023
Q2 | $6.69M | Buy |
2,682
+14
| +0.5% | +$34.9K | 0.74% | 31 |
|
|
2023
Q1 | $6.56M | Buy |
2,668
+230
| +9% | +$565K | 0.82% | 27 |
|
|
2022
Q4 | $6.01M | Buy |
2,438
+2,430
| +30,375% | +$5.99M | 0.91% | 23 |
|
|
2022
Q3 | $17K | Buy |
8
+5
| +167% | +$10.6K | ﹤0.01% | 950 |
|
|
2022
Q2 | $6K | Hold |
3
| – | – | ﹤0.01% | 1181 |
|
|
2022
Q1 | $6K | Buy |
+3
| New | +$6K | ﹤0.01% | 1166 |
|