TWA
TCI Wealth Advisors’s AutoZone AZO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-11
| Closed | -$27K | – | 403 |
|
|
2023
Q1 | $27K | Hold |
11
| – | – | ﹤0.01% | 592 |
|
|
2022
Q4 | $27.1K | Buy |
11
+1
| +10% | +$2.47K | ﹤0.01% | 578 |
|
|
2022
Q3 | $21K | Buy |
10
+1
| +11% | +$2.1K | ﹤0.01% | 631 |
|
|
2022
Q2 | $19K | Buy |
9
+3
| +50% | +$6.33K | ﹤0.01% | 650 |
|
|
2022
Q1 | $12K | Sell |
6
-19
| -76% | -$38K | ﹤0.01% | 961 |
|
|
2021
Q4 | $52K | Hold |
25
| – | – | 0.01% | 402 |
|
|
2021
Q3 | $42K | Buy |
25
+3
| +14% | +$5.04K | 0.01% | 455 |
|
|
2021
Q2 | $33K | Hold |
22
| – | – | 0.01% | 474 |
|
|
2021
Q1 | $31K | Buy |
22
+3
| +16% | +$4.23K | 0.01% | 447 |
|
|
2020
Q4 | $23K | Hold |
19
| – | – | 0.01% | 444 |
|
|
2020
Q3 | $22K | Hold |
19
| – | – | 0.01% | 417 |
|
|
2020
Q2 | $21K | Sell |
19
-20
| -51% | -$22.1K | 0.01% | 420 |
|
|
2020
Q1 | $33K | Sell |
39
-58
| -60% | -$49.1K | 0.02% | 364 |
|
|
2019
Q4 | $116K | Buy |
97
+58
| +149% | +$69.4K | 0.05% | 230 |
|
|
2019
Q3 | $42K | Hold |
39
| – | – | 0.02% | 351 |
|
|
2019
Q2 | $43K | Sell |
39
-2
| -5% | -$2.21K | 0.02% | 333 |
|
|
2019
Q1 | $42K | Sell |
41
-1
| -2% | -$1.02K | 0.02% | 360 |
|
|
2018
Q4 | $35K | Buy |
42
+1
| +2% | +$833 | 0.02% | 365 |
|
|
2018
Q3 | $32K | Hold |
41
| – | – | 0.01% | 398 |
|
|
2018
Q2 | $28K | Hold |
41
| – | – | 0.01% | 416 |
|
|
2018
Q1 | $27K | Hold |
41
| – | – | 0.01% | 423 |
|
|
2017
Q4 | $29K | Hold |
41
| – | – | 0.01% | 421 |
|
|
2017
Q3 | $24K | Hold |
41
| – | – | 0.01% | 424 |
|
|
2017
Q2 | $23K | Buy |
41
+2
| +5% | +$1.12K | 0.01% | 440 |
|
|
2017
Q1 | $28K | Buy |
39
+1
| +3% | +$718 | 0.01% | 395 |
|
|
2016
Q4 | $30K | Hold |
38
| – | – | 0.02% | 410 |
|
|
2016
Q3 | $29K | Hold |
38
| – | – | 0.02% | 371 |
|
|
2016
Q2 | $30K | Sell |
38
-27
| -42% | -$21.3K | 0.02% | 358 |
|
|
2016
Q1 | $52K | Hold |
65
| – | – | 0.03% | 297 |
|
|
2015
Q4 | $48K | Sell |
65
-22
| -25% | -$16.2K | 0.03% | 306 |
|
|
2015
Q3 | $63K | Buy |
87
+65
| +295% | +$47.1K | 0.04% | 245 |
|
|
2015
Q2 | $15K | Hold |
22
| – | – | 0.01% | 446 |
|
|
2015
Q1 | $15K | Hold |
22
| – | – | 0.01% | 389 |
|
|
2014
Q4 | $14K | Sell |
22
-1
| -4% | -$636 | 0.01% | 394 |
|
|
2014
Q3 | $12K | Buy |
23
+1
| +5% | +$522 | 0.01% | 408 |
|
|
2014
Q2 | $12K | Hold |
22
| – | – | 0.01% | 432 |
|
|
2014
Q1 | $12K | Hold |
22
| – | – | 0.01% | 395 |
|
|
2013
Q4 | $11K | Buy |
22
+1
| +5% | +$500 | 0.01% | 400 |
|
|
2013
Q3 | $0 | Buy |
+21
| New | – | ﹤0.01% | 785 |
|