Atlas Capital 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 | $275K | Sell |
3,940
-300
| -7% | -$21K | 0.03% | 348 |
|
|
2025
Q1 | $312K | Buy |
4,240
+142
| +3% | +$10.4K | 0.04% | 330 |
|
|
2024
Q4 | $269K | Sell |
4,098
-1,411
| -26% | -$92.4K | 0.03% | 341 |
|
|
2024
Q3 | $429K | Buy |
5,509
+300
| +6% | +$23.4K | 0.07% | 253 |
|
|
2024
Q2 | $406K | Sell |
5,209
-497
| -9% | -$38.8K | 0.05% | 266 |
|
|
2024
Q1 | $387K | Sell |
5,706
-2,687
| -32% | -$182K | 0.06% | 262 |
|
|
2023
Q4 | $565K | Sell |
8,393
-545
| -6% | -$36.7K | 0.08% | 199 |
|
|
2023
Q3 | $605K | Sell |
8,938
-267
| -3% | -$18.1K | 0.1% | 161 |
|
|
2023
Q2 | $659K | Sell |
9,205
-131
| -1% | -$9.38K | 0.1% | 153 |
|
|
2023
Q1 | $648K | Hold |
9,336
| – | – | 0.1% | 150 |
|
|
2022
Q4 | $633K | Sell |
9,336
-3,908
| -30% | -$265K | 0.11% | 158 |
|
|
2022
Q3 | $726K | Hold |
13,244
| – | – | 0.13% | 127 |
|
|
2022
Q2 | $875K | Hold |
13,244
| – | – | 0.15% | 113 |
|
|
2022
Q1 | $879K | Buy |
13,244
+255
| +2% | +$16.9K | 0.14% | 133 |
|
|
2021
Q4 | $757K | Buy |
12,989
+424
| +3% | +$24.7K | 0.11% | 153 |
|
|
2021
Q3 | $755K | Buy |
12,565
+874
| +7% | +$52.5K | 0.12% | 138 |
|
|
2021
Q2 | $700K | Hold |
11,691
| – | – | 0.12% | 162 |
|
|
2021
Q1 | $581K | Sell |
11,691
-575
| -5% | -$28.6K | 0.11% | 174 |
|
|
2020
Q4 | $613K | Sell |
12,266
-2,284
| -16% | -$114K | 0.13% | 153 |
|
|
2020
Q3 | $797K | Sell |
14,550
-1,312
| -8% | -$71.9K | 0.19% | 122 |
|
|
2020
Q2 | $839K | Sell |
15,862
-515
| -3% | -$27.2K | 0.2% | 113 |
|
|
2020
Q1 | $731K | Sell |
16,377
-410
| -2% | -$18.3K | 0.22% | 111 |
|
|
2019
Q4 | $837K | Sell |
16,787
-4,652
| -22% | -$232K | 0.21% | 124 |
|
|
2019
Q3 | $956K | Buy |
21,439
+655
| +3% | +$29.2K | 0.29% | 99 |
|
|
2019
Q2 | $858K | Buy |
20,784
+561
| +3% | +$23.2K | 0.28% | 99 |
|
|
2019
Q1 | $818K | Hold |
20,223
| – | – | 0.3% | 96 |
|
|
2018
Q4 | $768K | Sell |
20,223
-7,638
| -27% | -$290K | 0.31% | 88 |
|
|
2018
Q3 | $1.12M | Sell |
27,861
-6,568
| -19% | -$263K | 0.37% | 75 |
|
|
2018
Q2 | $1.28M | Buy |
+34,429
| New | +$1.28M | 0.45% | 56 |
|