Integrated Wealth Concepts’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 |
-12,551
| Closed | -$435K | – | 1902 |
|
|
2025
Q1 | $435K | Buy |
+12,551
| New | +$435K | 0.01% | 1207 |
|
|
2024
Q3 | – | Sell |
-13,814
| Closed | -$727K | – | 1678 |
|
|
2024
Q2 | $727K | Sell |
13,814
-1,368
| -9% | -$72K | 0.01% | 892 |
|
|
2024
Q1 | $914K | Sell |
15,182
-5
| -0% | -$301 | 0.01% | 788 |
|
|
2023
Q4 | $989K | Sell |
15,187
-1,351
| -8% | -$88K | 0.02% | 731 |
|
|
2023
Q3 | $830K | Hold |
16,538
| – | – | 0.01% | 765 |
|
|
2023
Q2 | $772K | Buy |
+16,538
| New | +$772K | 0.01% | 789 |
|