Arkadios 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 | $782K | Buy |
11,195
+1,884
| +20% | +$132K | 0.02% | 662 |
|
|
2025
Q1 | $684K | Buy |
9,311
+335
| +4% | +$24.6K | 0.03% | 590 |
|
|
2024
Q4 | $588K | Sell |
8,976
-3,786
| -30% | -$248K | 0.03% | 483 |
|
|
2024
Q3 | $994K | Buy |
12,762
+8,120
| +175% | +$633K | 0.06% | 324 |
|
|
2024
Q2 | $362K | Buy |
4,642
+468
| +11% | +$36.5K | 0.02% | 572 |
|
|
2024
Q1 | $283K | Buy |
4,174
+50
| +1% | +$3.39K | 0.02% | 553 |
|
|
2023
Q4 | $278K | Buy |
4,124
+816
| +25% | +$55K | 0.02% | 552 |
|
|
2023
Q3 | $224K | Buy |
3,308
+496
| +18% | +$33.6K | 0.02% | 586 |
|
|
2023
Q2 | $201K | Buy |
+2,812
| New | +$201K | 0.02% | 576 |
|
|
2021
Q4 | – | Sell |
-5,091
| Closed | -$305K | – | 664 |
|
|
2021
Q3 | $305K | Buy |
5,091
+4,471
| +721% | +$268K | 0.04% | 402 |
|
|
2021
Q2 | $37K | Buy |
620
+52
| +9% | +$3.1K | ﹤0.01% | 1029 |
|
|
2021
Q1 | $28K | Buy |
568
+3
| +0.5% | +$148 | ﹤0.01% | 863 |
|
|
2020
Q4 | $28K | Buy |
+565
| New | +$28K | 0.01% | 668 |
|
|
2020
Q2 | – | Sell |
-542
| Closed | -$24.2K | – | 960 |
|
|
2020
Q1 | $24.2K | Sell |
542
-12
| -2% | -$536 | 0.02% | 448 |
|
|
2019
Q4 | $27.3K | Buy |
+554
| New | +$27.3K | 0.02% | 401 |
|