Venturi Wealth Management’s The AZEK Co AZEK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-499
| Closed | -$23.7K | – | 679 |
|
|
2024
Q4 | $23.7K | Sell |
499
-359
| -42% | -$17K | ﹤0.01% | 1222 |
|
|
2024
Q3 | $40.2K | Sell |
858
-411
| -32% | -$19.2K | ﹤0.01% | 829 |
|
|
2024
Q2 | $53.5K | Buy |
1,269
+562
| +79% | +$23.7K | ﹤0.01% | 648 |
|
|
2024
Q1 | $35.5K | Buy |
707
+262
| +59% | +$13.2K | ﹤0.01% | 581 |
|
|
2023
Q4 | $17K | Buy |
445
+256
| +135% | +$9.79K | ﹤0.01% | 742 |
|
|
2023
Q3 | $5.62K | Buy |
+189
| New | +$5.62K | ﹤0.01% | 946 |
|