Rooted Wealth Advisors’s AutoZone AZO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $252K | Hold |
68
| – | – | 0.09% | 93 |
|
|
2025
Q1 | $248K | Hold |
68
| – | – | 0.11% | 80 |
|
|
2024
Q4 | $222K | Hold |
68
| – | – | 0.09% | 88 |
|
|
2024
Q3 | $208K | Buy |
+68
| New | +$208K | 0.09% | 95 |
|
|
2024
Q2 | – | Sell |
-68
| Closed | -$216K | – | 87 |
|
|
2024
Q1 | $216K | Buy |
+68
| New | +$216K | 0.11% | 77 |
|