Mount Yale Investment Advisors’s AutoZone AZO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Sell |
312
-4
| -1% | -$14.8K | 0.09% | 191 |
|
|
2025
Q1 | $1.2M | Sell |
316
-5
| -2% | -$19.1K | 0.1% | 171 |
|
|
2024
Q4 | $1.03M | Sell |
321
-10
| -3% | -$32K | 0.08% | 194 |
|
|
2024
Q3 | $1.04M | Sell |
331
-20
| -6% | -$63K | 0.1% | 189 |
|
|
2024
Q2 | $1.04M | Buy |
351
+83
| +31% | +$246K | 0.08% | 200 |
|
|
2024
Q1 | $845K | Sell |
268
-9
| -3% | -$28.4K | 0.06% | 253 |
|
|
2023
Q4 | $716K | Sell |
277
-44
| -14% | -$114K | 0.07% | 259 |
|
|
2023
Q3 | $815K | Hold |
321
| – | – | 0.09% | 219 |
|
|
2023
Q2 | $800K | Sell |
321
-65
| -17% | -$162K | 0.08% | 233 |
|
|
2023
Q1 | $949K | Sell |
386
-1
| -0.3% | -$2.46K | 0.11% | 192 |
|
|
2022
Q4 | $954K | Sell |
387
-49
| -11% | -$121K | 0.11% | 191 |
|
|
2022
Q3 | $934K | Sell |
436
-63
| -13% | -$135K | 0.12% | 172 |
|
|
2022
Q2 | $1.07M | Buy |
499
+42
| +9% | +$90.2K | 0.14% | 164 |
|
|
2022
Q1 | $934K | Buy |
457
+2
| +0.4% | +$4.09K | 0.1% | 206 |
|
|
2021
Q4 | $954K | Buy |
455
+1
| +0.2% | +$2.1K | 0.1% | 209 |
|
|
2021
Q3 | $771K | Sell |
454
-12
| -3% | -$20.4K | 0.09% | 225 |
|
|
2021
Q2 | $695K | Buy |
466
+38
| +9% | +$56.7K | 0.08% | 228 |
|
|
2021
Q1 | $601K | Sell |
428
-21
| -5% | -$29.5K | 0.08% | 235 |
|
|
2020
Q4 | $532K | Buy |
449
+30
| +7% | +$35.5K | 0.07% | 247 |
|
|
2020
Q3 | $493K | Buy |
419
+31
| +8% | +$36.5K | 0.07% | 242 |
|
|
2020
Q2 | $438K | Buy |
388
+109
| +39% | +$123K | 0.08% | 240 |
|
|
2020
Q1 | $236K | Sell |
279
-2
| -0.7% | -$1.69K | 0.05% | 257 |
|
|
2019
Q4 | $297K | Buy |
+281
| New | +$297K | 0.05% | 277 |
|
|
2019
Q3 | – | Sell |
-641
| Closed | -$689K | – | 303 |
|
|
2019
Q2 | $689K | Sell |
641
-11
| -2% | -$11.8K | 0.13% | 138 |
|
|
2019
Q1 | $668K | Buy |
652
+94
| +17% | +$96.3K | 0.13% | 136 |
|
|
2018
Q4 | $495K | Sell |
558
-95
| -15% | -$84.3K | 0.1% | 170 |
|
|
2018
Q3 | $516K | Buy |
653
+70
| +12% | +$55.3K | 0.09% | 168 |
|
|
2018
Q2 | $391K | Buy |
583
+135
| +30% | +$90.5K | 0.07% | 213 |
|
|
2018
Q1 | $291K | Buy |
+448
| New | +$291K | 0.06% | 244 |
|