Institute for Wealth Management’s AutoZone AZO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $314K | Hold |
85
| – | – | 0.04% | 425 |
|
|
2025
Q1 | $323K | Hold |
85
| – | – | 0.04% | 392 |
|
|
2024
Q4 | $271K | Hold |
85
| – | – | 0.03% | 420 |
|
|
2024
Q3 | $267K | Buy |
85
+1
| +1% | +$3.14K | 0.03% | 447 |
|
|
2024
Q2 | $250K | Buy |
+84
| New | +$250K | 0.03% | 433 |
|
|
2022
Q3 | – | Sell |
-277
| Closed | -$595K | – | 459 |
|
|
2022
Q2 | $595K | Sell |
277
-13
| -4% | -$27.9K | 0.12% | 226 |
|
|
2022
Q1 | $594K | Buy |
+290
| New | +$594K | 0.1% | 255 |
|