AE Wealth Management’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $755K | Buy |
10,810
+1,129
| +12% | +$78.9K | 0.01% | 795 |
|
|
2025
Q1 | $712K | Buy |
9,681
+285
| +3% | +$20.9K | 0.01% | 811 |
|
|
2024
Q4 | $616K | Buy |
9,396
+1,044
| +13% | +$68.4K | 0.01% | 840 |
|
|
2024
Q3 | $651K | Buy |
8,352
+692
| +9% | +$53.9K | 0.01% | 810 |
|
|
2024
Q2 | $597K | Sell |
7,660
-109
| -1% | -$8.5K | 0.01% | 834 |
|
|
2024
Q1 | $526K | Sell |
7,769
-22,100
| -74% | -$1.5M | 0.01% | 805 |
|
|
2023
Q4 | $2M | Buy |
29,869
+11,671
| +64% | +$783K | 0.01% | 905 |
|
|
2023
Q3 | $1.23M | Sell |
18,198
-996
| -5% | -$67.4K | 0.01% | 1012 |
|
|
2023
Q2 | $1.37M | Buy |
19,194
+2,428
| +14% | +$174K | 0.01% | 964 |
|
|
2023
Q1 | $1.16M | Sell |
16,766
-473
| -3% | -$32.8K | 0.01% | 986 |
|
|
2022
Q4 | $1.17M | Buy |
17,239
+263
| +2% | +$17.8K | 0.01% | 923 |
|
|
2022
Q3 | $931K | Sell |
16,976
-1,262
| -7% | -$69.2K | 0.01% | 969 |
|
|
2022
Q2 | $1.21M | Buy |
18,238
+2,184
| +14% | +$144K | 0.01% | 826 |
|
|
2022
Q1 | $1.07M | Sell |
16,054
-27,492
| -63% | -$1.82M | 0.01% | 899 |
|
|
2021
Q4 | $2.54M | Buy |
43,546
+960
| +2% | +$55.9K | 0.02% | 622 |
|
|
2021
Q3 | $2.56M | Buy |
42,586
+1,621
| +4% | +$97.4K | 0.02% | 569 |
|
|
2021
Q2 | $2.45M | Sell |
40,965
-24,032
| -37% | -$1.44M | 0.02% | 568 |
|
|
2021
Q1 | $3.23M | Buy |
64,997
+14,301
| +28% | +$711K | 0.03% | 429 |
|
|
2020
Q4 | $2.53M | Buy |
50,696
+16,267
| +47% | +$813K | 0.03% | 431 |
|
|
2020
Q3 | $1.89M | Sell |
34,429
-1,080
| -3% | -$59.2K | 0.03% | 439 |
|
|
2020
Q2 | $1.88M | Buy |
35,509
+3,538
| +11% | +$187K | 0.03% | 432 |
|
|
2020
Q1 | $1.43M | Sell |
31,971
-22,846
| -42% | -$1.02M | 0.03% | 389 |
|
|
2019
Q4 | $2.73M | Buy |
54,817
+10,381
| +23% | +$518K | 0.06% | 278 |
|
|
2019
Q3 | $1.98M | Sell |
44,436
-1,397
| -3% | -$62.3K | 0.06% | 275 |
|
|
2019
Q2 | $1.89M | Buy |
45,833
+25,053
| +121% | +$1.03M | 0.06% | 257 |
|
|
2019
Q1 | $840K | Buy |
20,780
+4,942
| +31% | +$200K | 0.06% | 232 |
|
|
2018
Q4 | $602K | Sell |
15,838
-12,738
| -45% | -$484K | 0.1% | 217 |
|
|
2018
Q3 | $1.13M | Buy |
28,576
+7,854
| +38% | +$311K | 0.06% | 201 |
|
|
2018
Q2 | $728K | Buy |
20,722
+1,993
| +11% | +$70K | 0.05% | 212 |
|
|
2018
Q1 | $655K | Sell |
18,729
-3,260
| -15% | -$114K | 0.05% | 222 |
|
|
2017
Q4 | $763K | Buy |
21,989
+11
| +0.1% | +$382 | 0.07% | 195 |
|
|
2017
Q3 | $745K | Sell |
21,978
-670
| -3% | -$22.7K | 0.07% | 189 |
|
|
2017
Q2 | $772K | Buy |
22,648
+2,048
| +10% | +$69.8K | 0.09% | 182 |
|
|
2017
Q1 | $641K | Buy |
20,600
+11,021
| +115% | +$343K | 0.12% | 150 |
|
|
2016
Q4 | $262K | Buy |
+9,579
| New | +$262K | 0.11% | 160 |
|