IFP Advisors’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 | – | Sell |
-82
| Closed | -$4.01K | – | 2783 |
|
|
2025
Q1 | $4.01K | Hold |
82
| – | – | ﹤0.01% | 2915 |
|
|
2024
Q4 | $3.89K | Buy |
82
+14
| +21% | +$665 | ﹤0.01% | 2893 |
|
|
2024
Q3 | $3.18K | Hold |
68
| – | – | ﹤0.01% | 2800 |
|
|
2024
Q2 | $2.87K | Hold |
68
| – | – | ﹤0.01% | 2738 |
|
|
2024
Q1 | $3.42K | Hold |
68
| – | – | ﹤0.01% | 2560 |
|
|
2023
Q4 | $2.6K | Hold |
68
| – | – | ﹤0.01% | 2612 |
|
|
2023
Q3 | $2.02K | Hold |
68
| – | – | ﹤0.01% | 2834 |
|
|
2023
Q2 | $2.06K | Hold |
68
| – | – | ﹤0.01% | 2870 |
|
|
2023
Q1 | $1.85K | Sell |
68
-230
| -77% | -$6.24K | ﹤0.01% | 2921 |
|
|
2022
Q4 | $8K | Sell |
298
-494
| -62% | -$13.3K | ﹤0.01% | 3489 |
|
|
2022
Q3 | $25K | Buy |
792
+37
| +5% | +$1.17K | ﹤0.01% | 2888 |
|
|
2022
Q2 | $24K | Hold |
755
| – | – | ﹤0.01% | 2688 |
|
|
2022
Q1 | $24K | Buy |
755
+537
| +246% | +$17.1K | ﹤0.01% | 2688 |
|
|
2021
Q4 | $11K | Buy |
+218
| New | +$11K | ﹤0.01% | 2136 |
|