Barry Investment 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 | $280K | Sell |
4,002
-29
| -0.7% | -$2.03K | 0.07% | 85 |
|
|
2025
Q1 | $296K | Buy |
4,031
+24
| +0.6% | +$1.76K | 0.08% | 87 |
|
|
2024
Q4 | $263K | Hold |
4,007
| – | – | 0.08% | 91 |
|
|
2024
Q3 | $312K | Buy |
4,007
+11
| +0.3% | +$857 | 0.1% | 87 |
|
|
2024
Q2 | $312K | Hold |
3,996
| – | – | 0.1% | 87 |
|
|
2024
Q1 | $271K | Buy |
3,996
+25
| +0.6% | +$1.69K | 0.09% | 99 |
|
|
2023
Q4 | $268K | Sell |
3,971
-4
| -0.1% | -$269 | 0.09% | 89 |
|
|
2023
Q3 | $269K | Sell |
3,975
-362
| -8% | -$24.5K | 0.1% | 92 |
|
|
2023
Q2 | $310K | Hold |
4,337
| – | – | 0.1% | 92 |
|
|
2023
Q1 | $301K | Buy |
4,337
+28
| +0.6% | +$1.94K | 0.1% | 93 |
|
|
2022
Q4 | $292K | Sell |
4,309
-564
| -12% | -$38.2K | 0.09% | 92 |
|
|
2022
Q3 | $267K | Buy |
4,873
+15
| +0.3% | +$822 | 0.09% | 93 |
|
|
2022
Q2 | $321K | Sell |
4,858
-40
| -0.8% | -$2.64K | 0.1% | 96 |
|
|
2022
Q1 | $325K | Buy |
4,898
+30
| +0.6% | +$1.99K | 0.09% | 100 |
|
|
2021
Q4 | $284K | Hold |
4,868
| – | – | 0.07% | 103 |
|
|
2021
Q3 | $292K | Buy |
4,868
+16
| +0.3% | +$960 | 0.08% | 90 |
|
|
2021
Q2 | $291K | Hold |
4,852
| – | – | 0.08% | 91 |
|
|
2021
Q1 | $241K | Buy |
+4,852
| New | +$241K | 0.07% | 99 |
|