IWA
IVC Wealth Advisors’s AutoZone AZO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $368K | Sell |
99
-1
| -1% | -$3.71K | 0.18% | 105 |
|
|
2025
Q1 | $381K | Buy |
100
+5
| +5% | +$19.1K | 0.21% | 99 |
|
|
2024
Q4 | $304K | Hold |
95
| – | – | 0.17% | 117 |
|
|
2024
Q3 | $299K | Buy |
95
+4
| +4% | +$12.6K | 0.16% | 124 |
|
|
2024
Q2 | $270K | Buy |
91
+10
| +12% | +$29.6K | 0.15% | 133 |
|
|
2024
Q1 | $255K | Hold |
81
| – | – | 0.15% | 138 |
|
|
2023
Q4 | $209K | Sell |
81
-1
| -1% | -$2.59K | 0.13% | 149 |
|
|
2023
Q3 | $208K | Buy |
82
+1
| +1% | +$2.54K | 0.14% | 136 |
|
|
2023
Q2 | $202K | Sell |
81
-6
| -7% | -$15K | 0.13% | 150 |
|
|
2023
Q1 | $214K | Hold |
87
| – | – | 0.15% | 134 |
|
|
2022
Q4 | $215K | Buy |
+87
| New | +$215K | 0.16% | 140 |
|