Glassman Wealth Services’s AutoZone AZO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-67
| Closed | -$173K | – | 360 |
|
|
2023
Q4 | $173K | Hold |
67
| – | – | 0.02% | 214 |
|
|
2023
Q3 | $170K | Hold |
67
| – | – | 0.03% | 188 |
|
|
2023
Q2 | $167K | Hold |
67
| – | – | 0.03% | 192 |
|
|
2023
Q1 | $165K | Buy |
67
+3
| +5% | +$7.32K | 0.03% | 192 |
|
|
2022
Q4 | $158K | Sell |
64
-1
| -2% | -$2.42K | 0.03% | 208 |
|
|
2022
Q3 | $139K | Hold |
65
| – | – | 0.03% | 197 |
|
|
2022
Q2 | $140K | Buy |
65
+3
| +5% | +$6.17K | 0.03% | 200 |
|
|
2022
Q1 | $127K | Buy |
62
+5
| +9% | +$9.77K | 0.02% | 220 |
|
|
2021
Q4 | $119K | Buy |
57
+4
| +8% | +$7.45K | 0.02% | 221 |
|
|
2021
Q3 | $90K | Buy |
53
+1
| +2% | +$1.6K | 0.02% | 260 |
|
|
2021
Q2 | $78K | Hold |
52
| – | – | 0.02% | 271 |
|
|
2021
Q1 | $73K | Hold |
52
| – | – | 0.02% | 271 |
|
|
2020
Q4 | $62K | Buy |
52
+1
| +2% | +$1.16K | 0.01% | 305 |
|
|
2020
Q3 | $60K | Hold |
51
| – | – | 0.02% | 268 |
|
|
2020
Q2 | $58K | Hold |
51
| – | – | 0.02% | 228 |
|
|
2020
Q1 | $43K | Sell |
51
-3
| -6% | -$3.12K | 0.02% | 247 |
|
|
2019
Q4 | $64K | Hold |
54
| – | – | 0.02% | 219 |
|
|
2019
Q3 | $59K | Hold |
54
| – | – | 0.02% | 215 |
|
|
2019
Q2 | $59K | Hold |
54
| – | – | 0.02% | 220 |
|
|
2019
Q1 | $55K | Buy |
54
+2
| +4% | +$1.79K | 0.02% | 221 |
|
|
2018
Q4 | $44K | Hold |
52
| – | – | 0.02% | 207 |
|
|
2018
Q3 | $40K | Hold |
52
| – | – | 0.02% | 232 |
|
|
2018
Q2 | $35K | Sell |
52
-5
| -9% | -$3.23K | 0.02% | 227 |
|
|
2018
Q1 | $37K | Buy |
57
+2
| +4% | +$1.43K | 0.02% | 208 |
|
|
2017
Q4 | $39K | Buy |
55
+5
| +10% | +$3.2K | 0.02% | 181 |
|
|
2017
Q3 | $30K | Hold |
50
| – | – | 0.02% | 189 |
|
|
2017
Q2 | $29K | Hold |
50
| – | – | 0.02% | 196 |
|
|
2017
Q1 | $36K | Hold |
50
| – | – | 0.02% | 190 |
|
|
2016
Q4 | $39K | Sell |
50
-4
| -7% | -$3.08K | 0.03% | 195 |
|
|
2016
Q3 | $41K | Buy |
54
+4
| +8% | +$3.11K | 0.03% | 155 |
|
|
2016
Q2 | $40K | Hold |
50
| – | – | 0.03% | 153 |
|
|
2016
Q1 | $40K | Hold |
50
| – | – | 0.04% | 150 |
|
|
2015
Q4 | $37K | Hold |
50
| – | – | 0.03% | 160 |
|
|
2015
Q3 | $36K | Hold |
50
| – | – | 0.03% | 162 |
|
|
2015
Q2 | $33K | Hold |
50
| – | – | 0.03% | 177 |
|
|
2015
Q1 | $34K | Hold |
50
| – | – | 0.03% | 176 |
|
|
2014
Q4 | $31K | Buy |
+50
| New | +$28.2K | 0.02% | 190 |
|
Other funds holding AZO
Glassman Wealth Services's AZO Position: Q1 2024 in Review
Glassman Wealth Services sold out of AutoZone (AZO) in Q1 2024, closing a stake of 67 shares — an estimated $173K sold.
Glassman Wealth Services first reported a position in AZO in Q4 2014 and held it in 37 quarters. The position peaked at $173K in Q4 2023. 1,161 funds tracked by Wall St. Rank hold AZO as of Q1 2024.
- Glassman Wealth Services reported no remaining AutoZone position as of Q1 2024 after selling out during the quarter.
- Glassman Wealth Services sold 67 AutoZone shares in Q1 2024, an estimated $173K.
- Glassman Wealth Services first reported a position in AutoZone in Q4 2014 and held it in 37 quarters.
- Glassman Wealth Services's AutoZone position peaked at $173K in Q4 2023.
- 1,161 funds tracked by Wall St. Rank held AutoZone as of Q1 2024.
Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.