Avantax Advisory Services’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.62M | Buy |
109,029
+4,960
| +5% | +$347K | 0.04% | 331 |
|
|
2025
Q1 | $7.65M | Buy |
104,069
+2,173
| +2% | +$160K | 0.05% | 307 |
|
|
2024
Q4 | $6.68M | Sell |
101,896
-5,481
| -5% | -$359K | 0.04% | 320 |
|
|
2024
Q3 | $8.37M | Buy |
107,377
+4,949
| +5% | +$386K | 0.05% | 271 |
|
|
2024
Q2 | $7.99M | Buy |
102,428
+71,222
| +228% | +$5.55M | 0.06% | 251 |
|
|
2024
Q1 | $2.11M | Buy |
31,206
+4,197
| +16% | +$284K | 0.02% | 530 |
|
|
2023
Q4 | $1.82M | Sell |
27,009
-185
| -0.7% | -$12.5K | 0.02% | 532 |
|
|
2023
Q3 | $1.84M | Sell |
27,194
-797
| -3% | -$54K | 0.02% | 483 |
|
|
2023
Q2 | $2M | Sell |
27,991
-3,015
| -10% | -$216K | 0.02% | 451 |
|
|
2023
Q1 | $2.15M | Sell |
31,006
-2,792
| -8% | -$194K | 0.03% | 420 |
|
|
2022
Q4 | $2.29M | Buy |
33,798
+2,939
| +10% | +$199K | 0.03% | 380 |
|
|
2022
Q3 | $1.69M | Sell |
30,859
-23
| -0.1% | -$1.26K | 0.03% | 409 |
|
|
2022
Q2 | $2.04M | Buy |
30,882
+1,693
| +6% | +$112K | 0.03% | 374 |
|
|
2022
Q1 | $1.94M | Sell |
29,189
-2,310
| -7% | -$153K | 0.03% | 382 |
|
|
2021
Q4 | $1.84M | Buy |
31,499
+284
| +0.9% | +$16.5K | 0.03% | 383 |
|
|
2021
Q3 | $1.87M | Sell |
31,215
-1,831
| -6% | -$110K | 0.03% | 351 |
|
|
2021
Q2 | $1.98M | Sell |
33,046
-2,752
| -8% | -$165K | 0.04% | 326 |
|
|
2021
Q1 | $1.78M | Buy |
35,798
+133
| +0.4% | +$6.61K | 0.04% | 309 |
|
|
2020
Q4 | $1.78M | Sell |
35,665
-24,824
| -41% | -$1.24M | 0.04% | 289 |
|
|
2020
Q3 | $3.31M | Buy |
60,489
+17,643
| +41% | +$965K | 0.05% | 264 |
|
|
2020
Q2 | $2.27M | Buy |
42,846
+144
| +0.3% | +$7.61K | 0.07% | 202 |
|
|
2020
Q1 | $1.91M | Buy |
42,702
+5,048
| +13% | +$226K | 0.06% | 200 |
|
|
2019
Q4 | $1.88M | Buy |
37,654
+4,307
| +13% | +$215K | 0.04% | 220 |
|
|
2019
Q3 | $1.49M | Buy |
33,347
+3,692
| +12% | +$165K | 0.06% | 159 |
|
|
2019
Q2 | $1.22M | Buy |
29,655
+5,754
| +24% | +$237K | 0.05% | 166 |
|
|
2019
Q1 | $966K | Buy |
23,901
+2,226
| +10% | +$90K | 0.05% | 181 |
|
|
2018
Q4 | $820K | Buy |
+21,675
| New | +$820K | 0.14% | 153 |
|