Baron Financial Group’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-1,400
| Closed | -$92.5K | – | 64 |
|
2022
Q2 | $92.5K | Hold |
1,400
| – | – | 0.06% | 61 |
|
2022
Q1 | $92.9K | Hold |
1,400
| – | – | 0.05% | 68 |
|
2021
Q4 | $81.6K | Hold |
1,400
| – | – | 0.05% | 71 |
|
2021
Q3 | $84.1K | Sell |
1,400
-200
| -13% | -$12K | 0.05% | 72 |
|
2021
Q2 | $95.8K | Hold |
1,600
| – | – | 0.06% | 71 |
|
2021
Q1 | $79.6K | Hold |
1,600
| – | – | 0.05% | 75 |
|
2020
Q4 | $80K | Hold |
1,600
| – | – | 0.06% | 68 |
|
2020
Q3 | $87.7K | Buy |
+1,600
| New | +$87.7K | 0.08% | 66 |
|