Geneos Wealth Management’s The AZEK Co AZEK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.1K | Hold |
314
| – | – | ﹤0.01% | 2105 |
|
|
2025
Q1 | $39.2K | Buy |
314
+140
| +80% | +$17.5K | ﹤0.01% | 2033 |
|
|
2024
Q4 | $8.26K | Hold |
174
| – | – | ﹤0.01% | 2124 |
|
|
2024
Q3 | $8.14K | Buy |
+174
| New | +$8.14K | ﹤0.01% | 1909 |
|
|
2021
Q3 | – | Sell |
-1,000
| Closed | -$41K | – | 2835 |
|
|
2021
Q2 | $41K | Hold |
1,000
| – | – | ﹤0.01% | 1569 |
|
|
2021
Q1 | $48K | Hold |
1,000
| – | – | ﹤0.01% | 1651 |
|
|
2020
Q4 | $43K | Hold |
1,000
| – | – | ﹤0.01% | 1528 |
|
|
2020
Q3 | $33K | Buy |
+1,000
| New | +$33K | ﹤0.01% | 1421 |
|