SSWM
Sheets Smith Wealth Management’s AutoZone AZO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $650K | Hold |
175
| – | – | 0.08% | 242 |
|
2025
Q1 | $667K | Sell |
175
-10
| -5% | -$38.1K | 0.08% | 208 |
|
2024
Q4 | $592K | Sell |
185
-2
| -1% | -$6.4K | 0.07% | 233 |
|
2024
Q3 | $589K | Sell |
187
-5
| -3% | -$15.8K | 0.07% | 227 |
|
2024
Q2 | $569K | Sell |
192
-7
| -4% | -$20.7K | 0.07% | 226 |
|
2024
Q1 | $627K | Hold |
199
| – | – | 0.07% | 211 |
|
2023
Q4 | $515K | Hold |
199
| – | – | 0.07% | 208 |
|
2023
Q3 | $505K | Buy |
199
+3
| +2% | +$7.62K | 0.08% | 200 |
|
2023
Q2 | $489K | Hold |
196
| – | – | 0.07% | 208 |
|
2023
Q1 | $482K | Sell |
196
-18
| -8% | -$44.2K | 0.07% | 203 |
|
2022
Q4 | $528K | Hold |
214
| – | – | 0.08% | 190 |
|
2022
Q3 | $458K | Buy |
214
+1
| +0.5% | +$2.14K | 0.08% | 191 |
|
2022
Q2 | $458K | Sell |
213
-132
| -38% | -$284K | 0.08% | 190 |
|
2022
Q1 | $705K | Sell |
345
-3
| -0.9% | -$6.13K | 0.1% | 169 |
|
2021
Q4 | $730K | Hold |
348
| – | – | 0.09% | 186 |
|
2021
Q3 | $591K | Sell |
348
-2
| -0.6% | -$3.4K | 0.08% | 200 |
|
2021
Q2 | $522K | Sell |
350
-31
| -8% | -$46.2K | 0.07% | 215 |
|
2021
Q1 | $535K | Sell |
381
-39
| -9% | -$54.8K | 0.08% | 198 |
|
2020
Q4 | $498K | Sell |
420
-166
| -28% | -$197K | 0.08% | 201 |
|
2020
Q3 | $690K | Sell |
586
-92
| -14% | -$108K | 0.12% | 151 |
|
2020
Q2 | $765K | Buy |
+678
| New | +$765K | 0.15% | 123 |
|
2017
Q1 | – | Sell |
-807
| Closed | -$637K | – | 291 |
|
2016
Q4 | $637K | Sell |
807
-6
| -0.7% | -$4.74K | 0.18% | 154 |
|
2016
Q3 | $625K | Sell |
813
-1,257
| -61% | -$966K | 0.18% | 159 |
|
2016
Q2 | $1.64M | Buy |
2,070
+25
| +1% | +$19.8K | 0.48% | 62 |
|
2016
Q1 | $1.63M | Buy |
2,045
+962
| +89% | +$766K | 0.5% | 59 |
|
2015
Q4 | $803K | Buy |
+1,083
| New | +$803K | 0.24% | 117 |
|