OWP
Obermeyer Wealth Partners’s AutoZone AZO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $238K | Buy |
64
+5
| +8% | +$18.6K | 0.01% | 251 |
|
2025
Q1 | $225K | Buy |
+59
| New | +$225K | 0.01% | 240 |
|
2014
Q2 | – | Sell |
-25,100
| Closed | -$13.5M | – | 66 |
|
2014
Q1 | $13.5M | Sell |
25,100
-931
| -4% | -$500K | 3.37% | 11 |
|
2013
Q4 | $12.4M | Sell |
26,031
-63
| -0.2% | -$30.1K | 3.18% | 16 |
|
2013
Q3 | $11M | Sell |
26,094
-398
| -2% | -$168K | 3.1% | 16 |
|
2013
Q2 | $11.2M | Buy |
+26,492
| New | +$11.2M | 3.11% | 13 |
|