Beaumont Financial 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 | $226K | Sell |
3,232
-396
| -11% | -$27.7K | 0.02% | 343 |
|
|
2025
Q1 | $267K | Buy |
3,628
+366
| +11% | +$26.9K | 0.02% | 308 |
|
|
2024
Q4 | $214K | Buy |
3,262
+36
| +1% | +$2.36K | 0.02% | 347 |
|
|
2024
Q3 | $251K | Buy |
3,226
+19
| +0.6% | +$1.48K | 0.02% | 302 |
|
|
2024
Q2 | $250K | Sell |
3,207
-15
| -0.5% | -$1.17K | 0.02% | 302 |
|
|
2024
Q1 | $218K | Hold |
3,222
| – | – | 0.02% | 336 |
|
|
2023
Q4 | $217K | Hold |
3,222
| – | – | 0.02% | 317 |
|
|
2023
Q3 | $218K | Sell |
3,222
-4
| -0.1% | -$271 | 0.02% | 299 |
|
|
2023
Q2 | $231K | Buy |
3,226
+4
| +0.1% | +$286 | 0.02% | 309 |
|
|
2023
Q1 | $224K | Buy |
3,222
+82
| +3% | +$5.69K | 0.02% | 288 |
|
|
2022
Q4 | $213K | Buy |
+3,140
| New | +$213K | 0.02% | 300 |
|
|
2022
Q3 | – | Sell |
-3,675
| Closed | -$243K | – | 304 |
|
|
2022
Q2 | $243K | Buy |
3,675
+43
| +1% | +$2.84K | 0.02% | 271 |
|
|
2022
Q1 | $241K | Sell |
3,632
-50
| -1% | -$3.32K | 0.02% | 320 |
|
|
2021
Q4 | $214K | Buy |
+3,682
| New | +$214K | 0.02% | 335 |
|