Altium Wealth Management’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1.94M | Buy |
29,395
+4,939
| +20% | +$326K | 0.14% | 86 |
|
|
2022
Q1 | $1.62M | Buy |
24,456
+3,259
| +15% | +$216K | 0.1% | 110 |
|
|
2021
Q4 | $1.24M | Buy |
21,197
+2,755
| +15% | +$161K | 0.08% | 124 |
|
|
2021
Q3 | $1.11M | Buy |
18,442
+1,042
| +6% | +$62.6K | 0.08% | 122 |
|
|
2021
Q2 | $1.04M | Buy |
17,400
+4,428
| +34% | +$265K | 0.08% | 124 |
|
|
2021
Q1 | $645K | Buy |
12,972
+4,797
| +59% | +$239K | 0.05% | 175 |
|
|
2020
Q4 | $409K | Sell |
8,175
-2,378
| -23% | -$119K | 0.04% | 234 |
|
|
2020
Q3 | $578K | Buy |
10,553
+246
| +2% | +$13.5K | 0.06% | 139 |
|
|
2020
Q2 | $545K | Buy |
10,307
+2,659
| +35% | +$141K | 0.06% | 144 |
|
|
2020
Q1 | $342K | Buy |
+7,648
| New | +$342K | 0.05% | 188 |
|
|
2018
Q4 | – | Sell |
-5,896
| Closed | -$233K | – | 274 |
|
|
2018
Q3 | $233K | Sell |
5,896
-1,424
| -19% | -$56.3K | 0.04% | 250 |
|
|
2018
Q2 | $257K | Buy |
+7,320
| New | +$257K | 0.07% | 206 |
|