Waldron Private Wealth’s AutoZone AZO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-362
| Closed | -$1.16M | – | 306 |
|
|
2024
Q4 | $1.16M | Buy |
362
+28
| +8% | +$89.7K | 0.05% | 153 |
|
|
2024
Q3 | $1.05M | Buy |
334
+24
| +8% | +$75.6K | 0.04% | 156 |
|
|
2024
Q2 | $919K | Sell |
310
-2
| -0.6% | -$5.93K | 0.04% | 164 |
|
|
2024
Q1 | $983K | Buy |
312
+5
| +2% | +$15.8K | 0.04% | 166 |
|
|
2023
Q4 | $794K | Sell |
307
-38
| -11% | -$98.3K | 0.04% | 182 |
|
|
2023
Q3 | $876K | Buy |
345
+7
| +2% | +$17.8K | 0.05% | 163 |
|
|
2023
Q2 | $843K | Sell |
338
-40
| -11% | -$99.7K | 0.04% | 169 |
|
|
2023
Q1 | $929K | Buy |
378
+21
| +6% | +$51.6K | 0.05% | 175 |
|
|
2022
Q4 | $764K | Hold |
357
| – | – | 0.05% | 185 |
|
|
2022
Q3 | $764K | Buy |
357
+6
| +2% | +$12.8K | 0.05% | 185 |
|
|
2022
Q2 | $754K | Buy |
351
+5
| +1% | +$10.7K | 0.04% | 196 |
|
|
2022
Q1 | $707K | Buy |
346
+5
| +1% | +$10.2K | 0.04% | 219 |
|
|
2021
Q4 | $714K | Buy |
341
+2
| +0.6% | +$4.19K | 0.04% | 217 |
|
|
2021
Q3 | $575K | Buy |
339
+127
| +60% | +$215K | 0.03% | 209 |
|
|
2021
Q2 | $316K | Sell |
212
-2
| -0.9% | -$2.98K | 0.02% | 265 |
|
|
2021
Q1 | $300K | Buy |
214
+2
| +0.9% | +$2.8K | 0.02% | 244 |
|
|
2020
Q4 | $251K | Sell |
212
-3
| -1% | -$3.55K | 0.02% | 254 |
|
|
2020
Q3 | $253K | Buy |
+215
| New | +$253K | 0.02% | 228 |
|
|
2020
Q1 | – | Sell |
-174
| Closed | -$207K | – | 245 |
|
|
2019
Q4 | $207K | Buy |
+174
| New | +$207K | 0.02% | 260 |
|
|
2019
Q2 | – | Sell |
-214
| Closed | -$219K | – | 245 |
|
|
2019
Q1 | $219K | Sell |
214
-98
| -31% | -$100K | 0.02% | 232 |
|
|
2018
Q4 | $261K | Buy |
+312
| New | +$261K | 0.04% | 175 |
|