Waverly 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 | $1.5M | Buy |
404
+13
| +3% | +$48.3K | 0.02% | 543 |
|
|
2025
Q1 | $1.49M | Sell |
391
-1
| -0.3% | -$3.81K | 0.02% | 538 |
|
|
2024
Q4 | $1.25M | Buy |
392
+80
| +26% | +$256K | 0.02% | 474 |
|
|
2024
Q3 | $982K | Buy |
312
+3
| +1% | +$9.44K | 0.02% | 449 |
|
|
2024
Q2 | $915K | Buy |
309
+94
| +44% | +$278K | 0.02% | 446 |
|
|
2024
Q1 | $676K | Buy |
215
+2
| +0.9% | +$6.29K | 0.02% | 424 |
|
|
2023
Q4 | $551K | Buy |
+213
| New | +$551K | 0.02% | 283 |
|
|
2015
Q4 | – | Sell |
-47
| Closed | -$34K | – | 147 |
|
|
2015
Q3 | $34K | Buy |
+47
| New | +$34K | 0.02% | 182 |
|
|
2014
Q4 | – | Sell |
-304
| Closed | -$155K | – | 437 |
|
|
2014
Q3 | $155K | Hold |
304
| – | – | 0.08% | 99 |
|
|
2014
Q2 | $163K | Hold |
304
| – | – | 0.07% | 110 |
|
|
2014
Q1 | $163K | Buy |
304
+84
| +38% | +$45K | 0.07% | 104 |
|
|
2013
Q4 | $105K | Buy |
+220
| New | +$105K | 0.04% | 218 |
|