B. Riley 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 | $776K | Buy |
+11,110
| New | +$776K | 0.04% | 394 |
|
|
2024
Q4 | $744K | Sell |
11,363
-2,257
| -17% | -$148K | 0.02% | 546 |
|
|
2024
Q3 | $1.06M | Sell |
13,620
-4,707
| -26% | -$367K | 0.03% | 480 |
|
|
2024
Q2 | $1.43M | Sell |
18,327
-5,177
| -22% | -$404K | 0.04% | 430 |
|
|
2024
Q1 | $1.59M | Buy |
23,504
+6,224
| +36% | +$421K | 0.04% | 411 |
|
|
2023
Q4 | $1.16M | Sell |
17,280
-6,224
| -26% | -$419K | 0.03% | 481 |
|
|
2023
Q3 | $1.59M | Sell |
23,504
-18,694
| -44% | -$1.27M | 0.04% | 411 |
|
|
2023
Q2 | $3.02M | Buy |
42,198
+23,037
| +120% | +$1.65M | 0.07% | 275 |
|
|
2023
Q1 | $1.33M | Buy |
19,161
+4,518
| +31% | +$314K | 0.04% | 455 |
|
|
2022
Q4 | $993K | Sell |
14,643
-1,956
| -12% | -$133K | 0.03% | 535 |
|
|
2022
Q3 | $911K | Sell |
16,599
-2,222
| -12% | -$122K | 0.03% | 531 |
|
|
2022
Q2 | $1.25M | Sell |
18,821
-3,396
| -15% | -$225K | 0.05% | 344 |
|
|
2022
Q1 | $1.48M | Buy |
22,217
+6,457
| +41% | +$429K | 0.05% | 366 |
|
|
2021
Q4 | $919K | Sell |
15,760
-3,526
| -18% | -$206K | 0.03% | 557 |
|
|
2021
Q3 | $1.16M | Buy |
19,286
+8,119
| +73% | +$488K | 0.04% | 472 |
|
|
2021
Q2 | $669K | Sell |
11,167
-257
| -2% | -$15.4K | 0.02% | 653 |
|
|
2021
Q1 | $568K | Buy |
11,424
+5,210
| +84% | +$259K | 0.02% | 676 |
|
|
2020
Q4 | $311K | Sell |
6,214
-940
| -13% | -$47K | 0.02% | 735 |
|
|
2020
Q3 | $393K | Buy |
7,154
+27
| +0.4% | +$1.48K | 0.02% | 623 |
|
|
2020
Q2 | $377K | Buy |
7,127
+2,079
| +41% | +$110K | 0.03% | 544 |
|
|
2020
Q1 | $226K | Sell |
5,048
-104
| -2% | -$4.66K | 0.02% | 629 |
|
|
2019
Q4 | $257K | Sell |
5,152
-25
| -0.5% | -$1.25K | 0.02% | 663 |
|
|
2019
Q3 | $231K | Buy |
+5,177
| New | +$231K | 0.02% | 685 |
|
|
2019
Q2 | – | Sell |
-5,177
| Closed | -$210K | – | 794 |
|
|
2019
Q1 | $210K | Sell |
5,177
-608
| -11% | -$24.7K | 0.03% | 641 |
|
|
2018
Q4 | $220K | Sell |
5,785
-1,365
| -19% | -$51.9K | 0.03% | 553 |
|
|
2018
Q3 | $283K | Sell |
7,150
-483
| -6% | -$19.1K | 0.03% | 515 |
|
|
2018
Q2 | $268K | Buy |
7,633
+710
| +10% | +$24.9K | 0.04% | 512 |
|
|
2018
Q1 | $243K | Sell |
6,923
-6,107
| -47% | -$214K | 0.03% | 518 |
|
|
2017
Q4 | $453K | Buy |
13,030
+1,648
| +14% | +$57.3K | 0.06% | 338 |
|
|
2017
Q3 | $386K | Buy |
+11,382
| New | +$386K | 0.06% | 319 |
|
|
2016
Q4 | – | Sell |
-8,010
| Closed | -$264K | – | 542 |
|
|
2016
Q3 | $264K | Buy |
8,010
+661
| +9% | +$21.8K | 0.05% | 444 |
|
|
2016
Q2 | $223K | Sell |
7,349
-2,269
| -24% | -$68.9K | 0.04% | 505 |
|
|
2016
Q1 | $271K | Buy |
9,618
+3,002
| +45% | +$84.6K | 0.06% | 374 |
|
|
2015
Q4 | $226K | Sell |
6,616
-651
| -9% | -$22.2K | 0.05% | 453 |
|
|
2015
Q3 | $232K | Sell |
7,267
-2,633
| -27% | -$84.1K | 0.06% | 426 |
|
|
2015
Q2 | $317K | Sell |
9,900
-2,100
| -18% | -$67.2K | 0.08% | 314 |
|
|
2015
Q1 | $410K | Sell |
12,000
-476
| -4% | -$16.3K | 0.1% | 271 |
|
|
2014
Q4 | $439 | Sell |
12,476
-3,308
| -21% | -$116 | 0.01% | 982 |
|
|
2014
Q3 | $563K | Sell |
15,784
-692
| -4% | -$24.7K | 0.15% | 180 |
|
|
2014
Q2 | $280K | Buy |
16,476
+8,290
| +101% | +$141K | 0.07% | 338 |
|
|
2014
Q1 | $266K | Buy |
8,186
+1,228
| +18% | +$39.9K | 0.08% | 292 |
|
|
2013
Q4 | $207K | Buy |
6,958
+1,258
| +22% | +$37.4K | 0.07% | 333 |
|
|
2013
Q3 | $148K | Buy |
5,700
+26
| +0.5% | +$675 | 0.05% | 429 |
|
|
2013
Q2 | $134K | Buy |
+5,674
| New | +$134K | 0.05% | 466 |
|