Bartlett & Co 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
Q2 | $158K | Buy |
2,267
+716
| +46% | +$50K | ﹤0.01% | 471 |
|
|
2025
Q1 | $114K | Buy |
1,551
+141
| +10% | +$10.4K | ﹤0.01% | 525 |
|
|
2024
Q4 | $92.4K | Hold |
1,410
| – | – | ﹤0.01% | 550 |
|
|
2024
Q3 | $110K | Sell |
1,410
-169
| -11% | -$13.2K | ﹤0.01% | 532 |
|
|
2024
Q2 | $123K | Hold |
1,579
| – | – | ﹤0.01% | 510 |
|
|
2024
Q1 | $107K | Hold |
1,579
| – | – | ﹤0.01% | 540 |
|
|
2023
Q4 | $106K | Buy |
1,579
+787
| +99% | +$53K | ﹤0.01% | 568 |
|
|
2023
Q3 | $53.6K | Hold |
792
| – | – | ﹤0.01% | 655 |
|
|
2023
Q2 | $56.7K | Buy |
792
+169
| +27% | +$12.1K | ﹤0.01% | 645 |
|
|
2023
Q1 | $43.2K | Hold |
623
| – | – | ﹤0.01% | 593 |
|
|
2022
Q4 | $42.2K | Hold |
623
| – | – | ﹤0.01% | 606 |
|
|
2022
Q3 | $34.2K | Hold |
623
| – | – | ﹤0.01% | 624 |
|
|
2022
Q2 | $41.2K | Hold |
623
| – | – | ﹤0.01% | 601 |
|
|
2022
Q1 | $41.3K | Buy |
+623
| New | +$41.3K | ﹤0.01% | 619 |
|
|
2021
Q4 | – | Sell |
-623
| Closed | -$37.4K | – | 440 |
|
|
2021
Q3 | $37.4K | Buy |
623
+27
| +5% | +$1.62K | ﹤0.01% | 548 |
|
|
2021
Q2 | $35.7K | Hold |
596
| – | – | ﹤0.01% | 550 |
|
|
2021
Q1 | $29.6K | Hold |
596
| – | – | ﹤0.01% | 620 |
|
|
2020
Q4 | $29.8K | Buy |
596
+43
| +8% | +$2.15K | ﹤0.01% | 613 |
|
|
2020
Q3 | $30.3K | Buy |
553
+100
| +22% | +$5.48K | ﹤0.01% | 563 |
|
|
2020
Q2 | $24K | Sell |
453
-24
| -5% | -$1.27K | ﹤0.01% | 593 |
|
|
2020
Q1 | $21.3K | Buy |
477
+24
| +5% | +$1.07K | ﹤0.01% | 574 |
|
|
2019
Q4 | $22.6K | Hold |
453
| – | – | ﹤0.01% | 644 |
|
|
2019
Q3 | $20.2K | Buy |
+453
| New | +$20.2K | ﹤0.01% | 652 |
|
|
2019
Q2 | – | Sell |
-65
| Closed | -$2.63K | – | 767 |
|
|
2019
Q1 | $2.63K | Sell |
65
-1,535
| -96% | -$62.1K | ﹤0.01% | 639 |
|
|
2018
Q4 | $60.8K | Hold |
1,600
| – | – | ﹤0.01% | 379 |
|
|
2018
Q3 | $63.3K | Buy |
+1,600
| New | +$63.3K | ﹤0.01% | 407 |
|