SVB Wealth’s AutoZone AZO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $245K | Sell |
66
-66
| -50% | -$245K | 0.01% | 389 |
|
|
2025
Q1 | $503K | Sell |
132
-5
| -4% | -$19.1K | 0.02% | 213 |
|
|
2024
Q4 | $439K | Buy |
+137
| New | +$439K | 0.01% | 450 |
|
|
2024
Q3 | – | Sell |
-148
| Closed | -$439K | – | 71 |
|
|
2024
Q2 | $439K | Sell |
148
-118
| -44% | -$350K | 0.01% | 450 |
|
|
2024
Q1 | $838K | Buy |
266
+7
| +3% | +$22.1K | 0.02% | 380 |
|
|
2023
Q4 | $670K | Buy |
259
+22
| +9% | +$56.9K | 0.02% | 411 |
|
|
2023
Q3 | $602K | Sell |
237
-44
| -16% | -$112K | 0.01% | 412 |
|
|
2023
Q2 | $700K | Sell |
281
-68
| -19% | -$169K | 0.01% | 405 |
|
|
2023
Q1 | $857K | Buy |
349
+11
| +3% | +$27K | 0.01% | 410 |
|
|
2022
Q4 | $832K | Sell |
338
-54
| -14% | -$133K | 0.01% | 439 |
|
|
2022
Q3 | $839K | Buy |
392
+295
| +304% | +$631K | 0.01% | 403 |
|
|
2022
Q2 | $207K | Buy |
+97
| New | +$207K | ﹤0.01% | 671 |
|
|
2021
Q4 | – | Sell |
-160
| Closed | -$271K | – | 823 |
|
|
2021
Q3 | $271K | Buy |
+160
| New | +$271K | ﹤0.01% | 821 |
|
|
2017
Q2 | – | Sell |
-1,540
| Closed | -$1.11M | – | 482 |
|
|
2017
Q1 | $1.11M | Hold |
1,540
| – | – | 0.04% | 233 |
|
|
2016
Q4 | $1.22M | Hold |
1,540
| – | – | 0.05% | 230 |
|
|
2016
Q3 | $1.18M | Buy |
+1,540
| New | +$1.18M | 0.05% | 232 |
|