180 Wealth Advisors’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $520K | Sell |
7,446
-175
| -2% | -$12.2K | 0.07% | 241 |
|
|
2025
Q1 | $560K | Sell |
7,621
-736
| -9% | -$54.1K | 0.09% | 210 |
|
|
2024
Q4 | $548K | Buy |
8,357
+60
| +0.7% | +$3.93K | 0.09% | 210 |
|
|
2024
Q3 | $646K | Sell |
8,297
-14
| -0.2% | -$1.09K | 0.1% | 185 |
|
|
2024
Q2 | $648K | Buy |
8,311
+20
| +0.2% | +$1.56K | 0.11% | 178 |
|
|
2024
Q1 | $562K | Buy |
8,291
+368
| +5% | +$24.9K | 0.1% | 191 |
|
|
2023
Q4 | $542K | Buy |
7,923
+1,551
| +24% | +$106K | 0.11% | 188 |
|
|
2023
Q3 | $432K | Buy |
6,372
+1,145
| +22% | +$77.5K | 0.1% | 206 |
|
|
2023
Q2 | $341K | Buy |
5,227
+47
| +0.9% | +$3.07K | 0.07% | 235 |
|
|
2023
Q1 | $360K | Buy |
5,180
+292
| +6% | +$20.3K | 0.08% | 231 |
|
|
2022
Q4 | $323K | Sell |
4,888
-1,711
| -26% | -$113K | 0.08% | 248 |
|
|
2022
Q3 | $362K | Sell |
6,599
-556
| -8% | -$30.5K | 0.1% | 202 |
|
|
2022
Q2 | $472K | Sell |
7,155
-290
| -4% | -$19.1K | 0.12% | 162 |
|
|
2022
Q1 | $508K | Sell |
7,445
-517
| -6% | -$35.3K | 0.11% | 174 |
|
|
2021
Q4 | $471K | Buy |
7,962
+1,266
| +19% | +$74.9K | 0.11% | 183 |
|
|
2021
Q3 | $403K | Buy |
6,696
+266
| +4% | +$16K | 0.09% | 222 |
|
|
2021
Q2 | $363K | Buy |
6,430
+1,190
| +23% | +$67.2K | 0.08% | 231 |
|
|
2021
Q1 | $301K | Sell |
5,240
-235
| -4% | -$13.5K | 0.07% | 248 |
|
|
2020
Q4 | $288K | Buy |
+5,475
| New | +$288K | 0.08% | 232 |
|
|
2019
Q3 | – | Sell |
-12,532
| Closed | -$551K | – | 256 |
|
|
2019
Q2 | $551K | Sell |
12,532
-4,991
| -28% | -$219K | 0.25% | 119 |
|
|
2019
Q1 | $666K | Sell |
17,523
-2,296
| -12% | -$87.3K | 0.3% | 90 |
|
|
2018
Q4 | $784K | Sell |
19,819
-95
| -0.5% | -$3.76K | 0.37% | 81 |
|
|
2018
Q3 | $788K | Sell |
19,914
-8,771
| -31% | -$347K | 0.36% | 82 |
|
|
2018
Q2 | $1.01M | Sell |
28,685
-12,035
| -30% | -$422K | 0.5% | 59 |
|
|
2018
Q1 | $1.41M | Sell |
40,720
-5,457
| -12% | -$189K | 0.73% | 38 |
|
|
2017
Q4 | $1.6M | Buy |
+46,177
| New | +$1.6M | 0.82% | 31 |
|