9258 Wealth Management’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.05M | Sell |
13,458
-470
| -3% | -$36.6K | 0.16% | 118 |
|
|
2024
Q2 | $1.09M | Buy |
13,928
+1,508
| +12% | +$118K | 0.17% | 111 |
|
|
2024
Q1 | $841K | Sell |
12,420
-160
| -1% | -$10.8K | 0.13% | 141 |
|
|
2023
Q4 | $847K | Sell |
12,580
-305
| -2% | -$20.5K | 0.15% | 131 |
|
|
2023
Q3 | $873K | Buy |
12,885
+182
| +1% | +$12.3K | 0.17% | 118 |
|
|
2023
Q2 | $909K | Buy |
12,703
+14
| +0.1% | +$1K | 0.17% | 114 |
|
|
2023
Q1 | $881K | Sell |
12,689
-352
| -3% | -$24.4K | 0.18% | 108 |
|
|
2022
Q4 | $884K | Sell |
13,041
-509
| -4% | -$34.5K | 0.19% | 103 |
|
|
2022
Q3 | $743K | Sell |
13,550
-1,061
| -7% | -$58.2K | 0.19% | 115 |
|
|
2022
Q2 | $965K | Sell |
14,611
-76
| -0.5% | -$5.02K | 0.25% | 97 |
|
|
2022
Q1 | $974K | Buy |
14,687
+70
| +0.5% | +$4.64K | 0.23% | 104 |
|
|
2021
Q4 | $851K | Buy |
14,617
+95
| +0.7% | +$5.53K | 0.2% | 127 |
|
|
2021
Q3 | $872K | Buy |
14,522
+5,198
| +56% | +$312K | 0.23% | 106 |
|
|
2021
Q2 | $559K | Buy |
9,324
+535
| +6% | +$32.1K | 0.15% | 148 |
|
|
2021
Q1 | $437K | Buy |
8,789
+666
| +8% | +$33.1K | 0.13% | 171 |
|
|
2020
Q4 | $406K | Buy |
8,123
+1,379
| +20% | +$68.9K | 0.13% | 175 |
|
|
2020
Q3 | $338K | Sell |
6,744
-201
| -3% | -$10.1K | 0.13% | 186 |
|
|
2020
Q2 | $367K | Buy |
6,945
+100
| +1% | +$5.28K | 0.15% | 168 |
|
|
2020
Q1 | $352K | Sell |
6,845
-418
| -6% | -$21.5K | 0.15% | 162 |
|
|
2019
Q4 | $362K | Buy |
+7,263
| New | +$362K | 0.13% | 191 |
|