Wealthspire Advisors (Maryland)’s AutoZone AZO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-228
| Closed | -$257K | – | 492 |
|
|
2020
Q2 | $257K | Buy |
+228
| New | +$257K | 0.02% | 367 |
|
|
2020
Q1 | – | Sell |
-208
| Closed | -$248K | – | 436 |
|
|
2019
Q4 | $248K | Buy |
208
+17
| +9% | +$20.3K | 0.02% | 422 |
|
|
2019
Q3 | $207K | Sell |
191
-128
| -40% | -$139K | 0.02% | 429 |
|
|
2019
Q2 | $351K | Sell |
319
-4
| -1% | -$4.4K | 0.03% | 316 |
|
|
2019
Q1 | $331K | Sell |
323
-23
| -7% | -$23.6K | 0.03% | 332 |
|
|
2018
Q4 | $290K | Buy |
346
+41
| +13% | +$34.4K | 0.03% | 330 |
|
|
2018
Q3 | $237K | Buy |
305
+70
| +30% | +$54.4K | 0.02% | 414 |
|
|
2018
Q2 | $158K | Buy |
235
+156
| +197% | +$105K | 0.01% | 530 |
|
|
2018
Q1 | $51K | Sell |
79
-23
| -23% | -$14.8K | ﹤0.01% | 973 |
|
|
2017
Q4 | $73K | Buy |
102
+15
| +17% | +$10.7K | 0.01% | 840 |
|
|
2017
Q3 | $52K | Buy |
87
+23
| +36% | +$13.7K | 0.01% | 964 |
|
|
2017
Q2 | $37K | Sell |
64
-384
| -86% | -$222K | ﹤0.01% | 1047 |
|
|
2017
Q1 | $324K | Buy |
448
+23
| +5% | +$16.6K | 0.05% | 274 |
|
|
2016
Q4 | $336K | Sell |
425
-21
| -5% | -$16.6K | 0.05% | 252 |
|
|
2016
Q3 | $395K | Buy |
+446
| New | +$395K | 0.06% | 213 |
|
|
2016
Q2 | – | Hold |
0
| – | -$49K | – | 756 |
|
|
2016
Q1 | – | Sell |
-545
| Closed | -$449K | – | 704 |
|
|
2015
Q4 | $449K | Buy |
+545
| New | +$449K | 0.08% | 174 |
|