PWAG
Polaris Wealth Advisory Group’s AutoZone AZO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $838K | Buy |
330
+15
| +5% | +$38.1K | 0.06% | 123 |
|
|
2023
Q2 | $785K | Sell |
315
-3
| -0.9% | -$7.48K | 0.06% | 121 |
|
|
2023
Q1 | $782K | Sell |
318
-8
| -2% | -$19.7K | 0.06% | 123 |
|
|
2022
Q4 | $793K | Sell |
326
-750
| -70% | -$1.82M | 0.06% | 119 |
|
|
2022
Q3 | $2.4M | Sell |
1,076
-28
| -3% | -$62.5K | 0.2% | 82 |
|
|
2022
Q2 | $2.37M | Buy |
1,104
+657
| +147% | +$1.41M | 0.19% | 74 |
|
|
2022
Q1 | $964K | Buy |
+447
| New | +$964K | 0.06% | 95 |
|
|
2021
Q3 | – | Sell |
-454
| Closed | -$693K | – | 173 |
|
|
2021
Q2 | $693K | Buy |
+454
| New | +$693K | 0.04% | 109 |
|
|
2020
Q1 | – | Sell |
-354
| Closed | -$404K | – | 122 |
|
|
2019
Q4 | $404K | Buy |
+354
| New | +$404K | 0.03% | 118 |
|
|
2016
Q2 | – | Sell |
-1,255
| Closed | -$1M | – | 106 |
|
|
2016
Q1 | $1M | Buy |
1,255
+255
| +26% | +$203K | 0.16% | 51 |
|
|
2015
Q4 | $742K | Buy |
+1,000
| New | +$742K | 0.12% | 69 |
|