RSWM
Robertson Stephens Wealth Management’s AutoZone AZO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-295
| Closed | -$1.12M | – | 547 |
|
|
2025
Q1 | $1.12M | Sell |
295
-2
| -0.7% | -$7.63K | 0.04% | 252 |
|
|
2024
Q4 | $951K | Buy |
297
+2
| +0.7% | +$6.4K | 0.03% | 261 |
|
|
2024
Q3 | $929K | Sell |
295
-8
| -3% | -$25.2K | 0.03% | 290 |
|
|
2024
Q2 | $898K | Buy |
303
+5
| +2% | +$14.8K | 0.05% | 240 |
|
|
2024
Q1 | $938K | Hold |
298
| – | – | 0.05% | 241 |
|
|
2023
Q4 | $769K | Buy |
298
+3
| +1% | +$7.74K | 0.05% | 250 |
|
|
2023
Q3 | $749K | Sell |
295
-800
| -73% | -$2.03M | 0.05% | 242 |
|
|
2023
Q2 | $2.73M | Buy |
1,095
+698
| +176% | +$1.74M | 0.19% | 109 |
|
|
2023
Q1 | $976K | Buy |
397
+2
| +0.5% | +$4.92K | 0.08% | 201 |
|
|
2022
Q4 | $974K | Buy |
395
+6
| +2% | +$14.8K | 0.09% | 177 |
|
|
2022
Q3 | $833K | Hold |
389
| – | – | 0.09% | 170 |
|
|
2022
Q2 | $836K | Buy |
389
+100
| +35% | +$215K | 0.08% | 175 |
|
|
2022
Q1 | $590K | Buy |
289
+3
| +1% | +$6.13K | 0.05% | 235 |
|
|
2021
Q4 | $599K | Hold |
286
| – | – | 0.05% | 242 |
|
|
2021
Q3 | $485K | Hold |
286
| – | – | 0.05% | 207 |
|
|
2021
Q2 | $426K | Hold |
286
| – | – | 0.05% | 226 |
|
|
2021
Q1 | $401K | Buy |
+286
| New | +$401K | 0.06% | 200 |
|