Schwarz Dygos Wheeler Investment 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 | $928K | Sell |
250
-4
| -2% | -$14.8K | 0.21% | 75 |
|
|
2025
Q1 | $968K | Sell |
254
-3
| -1% | -$11.4K | 0.23% | 70 |
|
|
2024
Q4 | $823K | Hold |
257
| – | – | 0.2% | 74 |
|
|
2024
Q3 | $810K | Hold |
257
| – | – | 0.2% | 78 |
|
|
2024
Q2 | $762K | Hold |
257
| – | – | 0.2% | 78 |
|
|
2024
Q1 | $810K | Sell |
257
-6
| -2% | -$18.9K | 0.23% | 71 |
|
|
2023
Q4 | $680K | Hold |
263
| – | – | 0.21% | 76 |
|
|
2023
Q3 | $668K | Hold |
263
| – | – | 0.23% | 69 |
|
|
2023
Q2 | $656K | Hold |
263
| – | – | 0.22% | 68 |
|
|
2023
Q1 | $646K | Hold |
263
| – | – | 0.23% | 64 |
|
|
2022
Q4 | $649K | Hold |
263
| – | – | 0.25% | 62 |
|
|
2022
Q3 | $563K | Hold |
263
| – | – | 0.25% | 60 |
|
|
2022
Q2 | $565K | Hold |
263
| – | – | 0.23% | 64 |
|
|
2022
Q1 | $538K | Hold |
263
| – | – | 0.18% | 79 |
|
|
2021
Q4 | $551K | Hold |
263
| – | – | 0.19% | 77 |
|
|
2021
Q3 | $447K | Buy |
263
+30
| +13% | +$51K | 0.16% | 84 |
|
|
2021
Q2 | $348K | Hold |
233
| – | – | 0.13% | 94 |
|
|
2021
Q1 | $327K | Hold |
233
| – | – | 0.13% | 92 |
|
|
2020
Q4 | $276K | Buy |
233
+44
| +23% | +$52.1K | 0.13% | 89 |
|
|
2020
Q3 | $223K | Buy |
+189
| New | +$223K | 0.13% | 84 |
|