Beacon Pointe 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 | $1.49M | Buy |
21,360
+862
| +4% | +$60.2K | 0.02% | 548 |
|
|
2025
Q1 | $1.51M | Buy |
20,498
+442
| +2% | +$32.5K | 0.02% | 526 |
|
|
2024
Q4 | $1.31M | Sell |
20,056
-5,538
| -22% | -$363K | 0.01% | 566 |
|
|
2024
Q3 | $1.99M | Sell |
25,594
-2,087
| -8% | -$163K | 0.02% | 477 |
|
|
2024
Q2 | $2.16M | Buy |
27,681
+11,136
| +67% | +$869K | 0.03% | 457 |
|
|
2024
Q1 | $1.12M | Buy |
16,545
+2,790
| +20% | +$189K | 0.01% | 652 |
|
|
2023
Q4 | $926K | Sell |
13,755
-2,687
| -16% | -$181K | 0.01% | 679 |
|
|
2023
Q3 | $1.11M | Buy |
16,442
+3,931
| +31% | +$266K | 0.01% | 593 |
|
|
2023
Q2 | $895K | Sell |
12,511
-1,944
| -13% | -$139K | 0.01% | 547 |
|
|
2023
Q1 | $1M | Buy |
14,455
+1,971
| +16% | +$137K | 0.02% | 547 |
|
|
2022
Q4 | $846K | Buy |
12,484
+587
| +5% | +$39.8K | 0.02% | 548 |
|
|
2022
Q3 | $650K | Sell |
11,897
-255
| -2% | -$13.9K | 0.01% | 570 |
|
|
2022
Q2 | $804K | Sell |
12,152
-10,057
| -45% | -$665K | 0.02% | 525 |
|
|
2022
Q1 | $1.47M | Buy |
22,209
+11,977
| +117% | +$794K | 0.02% | 519 |
|
|
2021
Q4 | $596K | Buy |
10,232
+5,190
| +103% | +$302K | 0.02% | 510 |
|
|
2021
Q3 | $303K | Sell |
5,042
-96
| -2% | -$5.77K | 0.01% | 702 |
|
|
2021
Q2 | $308K | Buy |
+5,138
| New | +$308K | 0.01% | 650 |
|