IFP Advisors’s Azenta AZTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-21
| Closed | -$2.25K | – | 2725 |
|
|
2025
Q1 | $2.25K | Hold |
21
| – | – | ﹤0.01% | 3107 |
|
|
2024
Q4 | $3.25K | Buy |
+21
| New | +$3.25K | ﹤0.01% | 2943 |
|
|
2023
Q3 | – | Sell |
-40
| Closed | -$1.87K | – | 3310 |
|
|
2023
Q2 | $1.87K | Buy |
40
+19
| +90% | +$887 | ﹤0.01% | 2907 |
|
|
2023
Q1 | $704 | Sell |
21
-75
| -78% | -$2.51K | ﹤0.01% | 3141 |
|
|
2022
Q4 | $6K | Sell |
96
-71
| -43% | -$4.44K | ﹤0.01% | 3663 |
|
|
2022
Q3 | $10K | Buy |
167
+116
| +227% | +$6.95K | ﹤0.01% | 3619 |
|
|
2022
Q2 | $5K | Hold |
51
| – | – | ﹤0.01% | 3754 |
|
|
2022
Q1 | $5K | Buy |
+51
| New | +$5K | ﹤0.01% | 3754 |
|
|
2021
Q3 | – | Sell |
-100
| Closed | -$10K | – | 3408 |
|
|
2021
Q2 | $10K | Sell |
100
-183
| -65% | -$18.3K | ﹤0.01% | 2185 |
|
|
2021
Q1 | $23K | Buy |
+283
| New | +$23K | ﹤0.01% | 1785 |
|
|
2020
Q4 | – | Sell |
-60
| Closed | -$3K | – | 2980 |
|
|
2020
Q3 | $3K | Hold |
60
| – | – | ﹤0.01% | 2316 |
|
|
2020
Q2 | $3K | Hold |
60
| – | – | ﹤0.01% | 2218 |
|
|
2020
Q1 | $2K | Hold |
60
| – | – | ﹤0.01% | 2293 |
|
|
2019
Q4 | $3K | Hold |
60
| – | – | ﹤0.01% | 2335 |
|
|
2019
Q3 | $2K | Buy |
+60
| New | +$2K | ﹤0.01% | 2646 |
|
|
2019
Q1 | – | Sell |
-160
| Closed | -$4K | – | 2429 |
|
|
2018
Q4 | $4K | Hold |
160
| – | – | ﹤0.01% | 2864 |
|
|
2018
Q3 | $6K | Buy |
+160
| New | +$6K | ﹤0.01% | 3069 |
|
|
2017
Q4 | – | Sell |
-2,379
| Closed | -$72K | – | 3760 |
|
|
2017
Q3 | $72K | Buy |
2,379
+9
| +0.4% | +$272 | ﹤0.01% | 1742 |
|
|
2017
Q2 | $51K | Buy |
2,370
+2,272
| +2,318% | +$48.9K | ﹤0.01% | 1940 |
|
|
2017
Q1 | $2K | Hold |
98
| – | – | ﹤0.01% | 3588 |
|
|
2016
Q4 | $2K | Hold |
98
| – | – | ﹤0.01% | 3586 |
|
|
2016
Q3 | $1K | Hold |
98
| – | – | ﹤0.01% | 3673 |
|
|
2016
Q2 | $1K | Buy |
+98
| New | +$1K | ﹤0.01% | 3568 |
|
|
2016
Q1 | – | Sell |
-544
| Closed | -$6K | – | 2433 |
|
|
2015
Q4 | $6K | Buy |
+544
| New | +$6K | ﹤0.01% | 2825 |
|