RSWM
AZEK
Robertson Stephens Wealth Management’s The AZEK Co AZEK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-17,000
| Closed | -$854K | – | 494 |
|
|
2024
Q1 | $854K | Hold |
17,000
| – | – | 0.05% | 255 |
|
|
2023
Q4 | $650K | Hold |
17,000
| – | – | 0.04% | 271 |
|
|
2023
Q3 | $506K | Hold |
17,000
| – | – | 0.03% | 304 |
|
|
2023
Q2 | $515K | Hold |
17,000
| – | – | 0.04% | 269 |
|
|
2023
Q1 | $400K | Hold |
17,000
| – | – | 0.03% | 321 |
|
|
2022
Q4 | $345K | Hold |
17,000
| – | – | 0.03% | 310 |
|
|
2022
Q3 | $282K | Buy |
17,000
+3,000
| +21% | +$49.8K | 0.03% | 285 |
|
|
2022
Q2 | $234K | Buy |
+14,000
| New | +$234K | 0.02% | 330 |
|