IMA Advisory Services’s Azenta AZTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $719K | Buy |
34,007
+2,696
| +9% | +$80.5K | 0.07% | 135 |
|
|
2025
Q4 | $1.04M | Sell |
31,311
-1,691
| -5% | -$55.3K | 0.1% | 121 |
|
|
2025
Q3 | $948K | Buy |
33,002
+926
| +3% | +$28.7K | 0.1% | 123 |
|
|
2025
Q2 | $987K | Buy |
32,076
+4,825
| +18% | +$136K | 0.11% | 122 |
|
|
2025
Q1 | $944K | Sell |
27,251
-948
| -3% | -$43.6K | 0.11% | 118 |
|
|
2024
Q4 | $1.41M | Sell |
28,199
-1,404
| -5% | -$63.9K | 0.17% | 101 |
|
|
2024
Q3 | $1.43M | Buy |
+29,603
| New | +$1.54M | 0.31% | 83 |
|
|
2023
Q4 | – | Sell |
-38,682
| Closed | -$1.94M | – | 81 |
|
|
2023
Q3 | $1.94M | Sell |
38,682
-853
| -2% | -$42.9K | 0.5% | 61 |
|
|
2023
Q2 | $1.85M | Buy |
39,535
+232
| +0.6% | +$10.2K | 0.47% | 66 |
|
|
2023
Q1 | $1.75M | Buy |
39,303
+16,363
| +71% | +$810K | 0.45% | 66 |
|
|
2022
Q4 | $1.34M | Buy |
22,940
+1,604
| +8% | +$82.1K | 0.35% | 75 |
|
|
2022
Q3 | $914K | Sell |
21,336
-687
| -3% | -$41K | 0.25% | 92 |
|
|
2022
Q2 | $1.59M | Buy |
22,023
+91
| +0.4% | +$6.8K | 0.39% | 78 |
|
|
2022
Q1 | $1.82M | Sell |
21,932
-5,227
| -19% | -$449K | 0.42% | 77 |
|
|
2021
Q4 | $2.8M | Sell |
27,159
-11,550
| -30% | -$1.25M | 0.62% | 52 |
|
|
2021
Q3 | $3.96M | Sell |
38,709
-5,939
| -13% | -$532K | 0.94% | 29 |
|
|
2021
Q2 | $4.25M | Buy |
44,648
+2,050
| +5% | +$199K | 0.99% | 24 |
|
|
2021
Q1 | $3.48M | Sell |
42,598
-6,045
| -12% | -$487K | 0.85% | 37 |
|
|
2020
Q4 | $3.3M | Sell |
48,643
-10,917
| -18% | -$681K | 0.93% | 32 |
|
|
2020
Q3 | $2.75M | Sell |
59,560
-892
| -1% | -$43.2K | 0.92% | 33 |
|
|
2020
Q2 | $2.67M | Buy |
60,452
+3,523
| +6% | +$135K | 0.97% | 34 |
|
|
2020
Q1 | $1.74M | Sell |
56,929
-5,445
| -9% | -$198K | 0.76% | 49 |
|
|
2019
Q4 | $2.62M | Sell |
62,374
-52,107
| -46% | -$2.19M | 0.97% | 43 |
|
|
2019
Q3 | $4.24M | Buy |
114,481
+17,951
| +19% | +$651K | 1.6% | 12 |
|
|
2019
Q2 | $3.74M | Buy |
96,530
+1,991
| +2% | +$71.4K | 1.4% | 20 |
|
|
2019
Q1 | $2.77M | Buy |
94,539
+1,592
| +2% | +$47.9K | 1.08% | 36 |
|
|
2018
Q4 | $2.43M | Sell |
92,947
-6,729
| -7% | -$197K | 1.14% | 30 |
|
|
2018
Q3 | $3.49M | Sell |
99,676
-3,961
| -4% | -$130K | 1.37% | 21 |
|
|
2018
Q2 | $3.38M | Buy |
103,637
+14,606
| +16% | +$435K | 1.41% | 18 |
|
|
2018
Q1 | $2.41M | Buy |
89,031
+46,051
| +107% | +$1.25M | 1.07% | 36 |
|
|
2017
Q4 | $1.02M | Buy |
+42,980
| New | +$1.22M | 0.46% | 74 |
|
Other funds holding AZTA
PCM
CCA
VPM
VCM
ACM