Bedel Financial Consulting’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-4,329
| Closed | -$286K | – | 214 |
|
2022
Q2 | $286K | Hold |
4,329
| – | – | 0.08% | 152 |
|
2022
Q1 | $287K | Buy |
4,329
+29
| +0.7% | +$1.92K | 0.09% | 148 |
|
2021
Q4 | $250K | Hold |
4,300
| – | – | 0.08% | 168 |
|
2021
Q3 | $258K | Buy |
4,300
+15
| +0.4% | +$900 | 0.09% | 156 |
|
2021
Q2 | $257K | Hold |
4,285
| – | – | 0.09% | 157 |
|
2021
Q1 | $213K | Buy |
4,285
+2,335
| +120% | +$116K | 0.08% | 170 |
|
2020
Q4 | $97K | Hold |
1,950
| – | – | 0.04% | 227 |
|
2020
Q3 | $107K | Buy |
+1,950
| New | +$107K | 0.05% | 199 |
|