Integrated Wealth Concepts’s AutoZone AZO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.67M | Buy |
449
+209
| +87% | +$776K | 0.02% | 682 |
|
2025
Q1 | $916K | Sell |
240
-17
| -7% | -$64.9K | 0.01% | 869 |
|
2024
Q4 | $824K | Buy |
257
+6
| +2% | +$19.2K | 0.01% | 904 |
|
2024
Q3 | $791K | Sell |
251
-7
| -3% | -$22.1K | 0.01% | 895 |
|
2024
Q2 | $765K | Sell |
258
-25
| -9% | -$74.1K | 0.01% | 875 |
|
2024
Q1 | $892K | Buy |
283
+3
| +1% | +$9.46K | 0.01% | 809 |
|
2023
Q4 | $724K | Buy |
280
+31
| +12% | +$80.2K | 0.01% | 849 |
|
2023
Q3 | $633K | Hold |
249
| – | – | 0.01% | 882 |
|
2023
Q2 | $621K | Buy |
249
+101
| +68% | +$252K | 0.01% | 891 |
|
2023
Q1 | $364K | Buy |
148
+18
| +14% | +$44.3K | 0.01% | 975 |
|
2022
Q4 | $321K | Buy |
130
+15
| +13% | +$37K | 0.01% | 796 |
|
2022
Q3 | $247K | Sell |
115
-16
| -12% | -$34.4K | 0.01% | 803 |
|
2022
Q2 | $282K | Buy |
131
+26
| +25% | +$56K | 0.01% | 776 |
|
2022
Q1 | $215K | Buy |
+105
| New | +$215K | 0.01% | 855 |
|
2021
Q4 | – | Sell |
-157
| Closed | -$267K | – | 983 |
|
2021
Q3 | $267K | Buy |
+157
| New | +$267K | 0.01% | 786 |
|