Atticus 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
Q1 | – | Sell |
-28
| Closed | -$1.84K | – | 514 |
|
|
2024
Q4 | $1.84K | Sell |
28
-1
| -3% | -$66 | ﹤0.01% | 472 |
|
|
2024
Q3 | $2.26K | Sell |
29
-1
| -3% | -$78 | ﹤0.01% | 462 |
|
|
2024
Q2 | $2.34K | Sell |
30
-5
| -14% | -$390 | ﹤0.01% | 453 |
|
|
2024
Q1 | $2.37K | Sell |
35
-70
| -67% | -$4.74K | ﹤0.01% | 472 |
|
|
2023
Q4 | $7.07K | Sell |
105
-102
| -49% | -$6.87K | ﹤0.01% | 429 |
|
|
2023
Q3 | $14K | Sell |
207
-10
| -5% | -$677 | 0.01% | 369 |
|
|
2023
Q2 | $15.5K | Buy |
217
+28
| +15% | +$2K | 0.01% | 360 |
|
|
2023
Q1 | $13.1K | Sell |
189
-2,027
| -91% | -$141K | 0.01% | 361 |
|
|
2022
Q4 | $150K | Sell |
2,216
-250
| -10% | -$17K | 0.06% | 144 |
|
|
2022
Q3 | $163K | Hold |
2,466
| – | – | 0.08% | 127 |
|
|
2022
Q2 | $163K | Sell |
2,466
-732
| -23% | -$48.4K | 0.07% | 143 |
|
|
2022
Q1 | $212K | Sell |
3,198
-57
| -2% | -$3.78K | 0.08% | 138 |
|
|
2021
Q4 | $190K | Buy |
3,255
+2,855
| +714% | +$167K | 0.07% | 125 |
|
|
2021
Q3 | $24K | Hold |
400
| – | – | 0.01% | 298 |
|
|
2021
Q2 | $24K | Hold |
400
| – | – | 0.01% | 276 |
|
|
2021
Q1 | $20K | Hold |
400
| – | – | 0.01% | 270 |
|
|
2020
Q4 | $20K | Buy |
400
+100
| +33% | +$5K | 0.01% | 261 |
|
|
2020
Q3 | $16K | Hold |
300
| – | – | 0.01% | 233 |
|
|
2020
Q2 | $16K | Buy |
+300
| New | +$16K | 0.01% | 222 |
|
|
2020
Q1 | – | Sell |
-9
| Closed | – | – | 314 |
|
|
2019
Q4 | $0 | Buy |
+9
| New | – | ﹤0.01% | 383 |
|