Morningstar Investment 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 | $1.01M | Buy |
+272
| New | +$1.01M | 0.09% | 69 |
|
|
2025
Q1 | – | Sell |
-225
| Closed | -$720K | – | 90 |
|
|
2024
Q4 | $720K | Hold |
225
| – | – | 0.06% | 96 |
|
|
2024
Q3 | $709K | Sell |
225
-78
| -26% | -$246K | 0.07% | 114 |
|
|
2024
Q2 | $898K | Hold |
303
| – | – | 0.09% | 90 |
|
|
2024
Q1 | $955K | Hold |
303
| – | – | 0.1% | 86 |
|
|
2023
Q4 | $783K | Buy |
303
+15
| +5% | +$38.8K | 0.09% | 97 |
|
|
2023
Q3 | $732K | Hold |
288
| – | – | 0.1% | 77 |
|
|
2023
Q2 | $718K | Buy |
+288
| New | +$718K | 0.1% | 81 |
|