Summit Trail 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 | $1.55M | Buy |
+416
| New | +$1.55M | 0.03% | 335 |
|
|
2024
Q4 | – | Sell |
-148
| Closed | -$465K | – | 434 |
|
|
2024
Q3 | $465K | Buy |
148
+46
| +45% | +$144K | 0.01% | 409 |
|
|
2024
Q2 | $301K | Buy |
102
+8
| +9% | +$23.6K | 0.01% | 494 |
|
|
2024
Q1 | $298K | Sell |
94
-16
| -15% | -$50.7K | 0.01% | 462 |
|
|
2023
Q4 | $283K | Buy |
110
+4
| +4% | +$10.3K | 0.01% | 411 |
|
|
2023
Q3 | $269K | Buy |
106
+10
| +10% | +$25.4K | 0.01% | 405 |
|
|
2023
Q2 | $239K | Buy |
+96
| New | +$239K | 0.01% | 428 |
|
|
2018
Q1 | – | Sell |
-146
| Closed | -$114K | – | 538 |
|
|
2017
Q4 | $114K | Buy |
+146
| New | +$114K | 0.01% | 588 |
|