OWM
OneAscent Wealth Management’s AutoZone AZO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-97
| Closed | -$239K | – | 178 |
|
|
2022
Q4 | $239K | Sell |
97
-5
| -5% | -$12.3K | 0.11% | 140 |
|
|
2022
Q3 | $218K | Buy |
+102
| New | +$218K | 0.11% | 131 |
|
|
2022
Q2 | – | Sell |
-211
| Closed | -$431K | – | 187 |
|
|
2022
Q1 | $431K | Buy |
+211
| New | +$431K | 0.21% | 95 |
|