BDO Wealth Advisors’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $99K | Buy |
1,383
+368
| +36% | +$26.3K | 0.01% | 345 |
|
|
2023
Q1 | $70.5K | Hold |
1,015
| – | – | 0.01% | 364 |
|
|
2022
Q4 | $68.8K | Hold |
1,015
| – | – | 0.01% | 372 |
|
|
2022
Q3 | $56K | Hold |
1,015
| – | – | 0.01% | 391 |
|
|
2022
Q2 | $67K | Sell |
1,015
-152
| -13% | -$10K | 0.01% | 372 |
|
|
2022
Q1 | $77K | Sell |
1,167
-500
| -30% | -$33K | 0.01% | 366 |
|
|
2021
Q4 | $97K | Buy |
1,667
+964
| +137% | +$56.1K | 0.01% | 353 |
|
|
2021
Q3 | $42K | Buy |
703
+501
| +248% | +$29.9K | ﹤0.01% | 474 |
|
|
2021
Q2 | $12K | Hold |
202
| – | – | ﹤0.01% | 719 |
|
|
2021
Q1 | $10K | Sell |
202
-125
| -38% | -$6.19K | ﹤0.01% | 725 |
|
|
2020
Q4 | $16K | Buy |
327
+125
| +62% | +$6.12K | ﹤0.01% | 483 |
|
|
2020
Q3 | $11K | Sell |
202
-200
| -50% | -$10.9K | ﹤0.01% | 477 |
|
|
2020
Q2 | $21K | Hold |
402
| – | – | ﹤0.01% | 419 |
|
|
2020
Q1 | $18K | Buy |
402
+200
| +99% | +$8.96K | ﹤0.01% | 463 |
|
|
2019
Q4 | $10K | Hold |
202
| – | – | ﹤0.01% | 431 |
|
|
2019
Q3 | $9K | Hold |
202
| – | – | ﹤0.01% | 457 |
|
|
2019
Q2 | $8K | Sell |
202
-340
| -63% | -$13.5K | ﹤0.01% | 453 |
|
|
2019
Q1 | $22K | Hold |
542
| – | – | 0.01% | 364 |
|
|
2018
Q4 | $21K | Sell |
542
-343
| -39% | -$13.3K | 0.01% | 340 |
|
|
2018
Q3 | $35K | Buy |
885
+240
| +37% | +$9.49K | 0.01% | 330 |
|
|
2018
Q2 | $23K | Sell |
645
-218
| -25% | -$7.77K | 0.01% | 369 |
|
|
2018
Q1 | $30K | Sell |
863
-54
| -6% | -$1.88K | 0.01% | 287 |
|
|
2017
Q4 | $32K | Buy |
917
+2
| +0.2% | +$70 | 0.01% | 241 |
|
|
2017
Q3 | $31K | Sell |
915
-87
| -9% | -$2.95K | 0.02% | 228 |
|
|
2017
Q2 | $34K | Buy |
+1,002
| New | +$34K | 0.01% | 259 |
|