SVWAG
Sound View Wealth Advisors Group’s AutoZone AZO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $497K | Hold |
134
| – | – | 0.04% | 267 |
|
|
2025
Q1 | $511K | Sell |
134
-18
| -12% | -$68.6K | 0.04% | 255 |
|
|
2024
Q4 | $487K | Buy |
152
+3
| +2% | +$9.61K | 0.04% | 266 |
|
|
2024
Q3 | $469K | Buy |
149
+1
| +0.7% | +$3.15K | 0.04% | 260 |
|
|
2024
Q2 | $439K | Hold |
148
| – | – | 0.05% | 249 |
|
|
2024
Q1 | $466K | Hold |
148
| – | – | 0.05% | 246 |
|
|
2023
Q4 | $383K | Hold |
148
| – | – | 0.04% | 269 |
|
|
2023
Q3 | $376K | Hold |
148
| – | – | 0.05% | 254 |
|
|
2023
Q2 | $369K | Hold |
148
| – | – | 0.05% | 261 |
|
|
2023
Q1 | $364K | Hold |
148
| – | – | 0.05% | 263 |
|
|
2022
Q4 | $383K | Hold |
148
| – | – | 0.04% | 269 |
|
|
2022
Q3 | $317K | Hold |
148
| – | – | 0.07% | 203 |
|
|
2022
Q2 | $318K | Hold |
148
| – | – | 0.07% | 213 |
|
|
2022
Q1 | $303K | Hold |
148
| – | – | 0.06% | 239 |
|
|
2021
Q4 | $310K | Sell |
148
-2
| -1% | -$4.19K | 0.06% | 236 |
|
|
2021
Q3 | $255K | Hold |
150
| – | – | 0.05% | 251 |
|
|
2021
Q2 | $224K | Hold |
150
| – | – | 0.05% | 264 |
|
|
2021
Q1 | $211K | Buy |
+150
| New | +$211K | 0.05% | 254 |
|
|
2020
Q1 | – | Sell |
-203
| Closed | -$242K | – | 215 |
|
|
2019
Q4 | $242K | Hold |
203
| – | – | 0.07% | 214 |
|
|
2019
Q3 | $220K | Sell |
203
-19
| -9% | -$20.6K | 0.07% | 229 |
|
|
2019
Q2 | $244K | Buy |
+222
| New | +$244K | 0.07% | 222 |
|