Heritage Wealth Management (Arizona)’s AutoZone AZO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | $863K | Buy |
350
+175
| +100% | +$432K | 0.12% | 129 |
|
2022
Q3 | $375K | Hold |
175
| – | – | 0.12% | 124 |
|
2022
Q2 | $376K | Hold |
175
| – | – | 0.13% | 124 |
|
2022
Q1 | $358K | Buy |
+175
| New | +$358K | 0.1% | 167 |
|
2021
Q3 | $321K | Buy |
189
+14
| +8% | +$23.8K | 0.11% | 141 |
|
2021
Q2 | $261K | Buy |
175
+5
| +3% | +$7.46K | 0.1% | 179 |
|
2021
Q1 | $239K | Buy |
+170
| New | +$239K | 0.13% | 139 |
|