Bell Investment 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 | $14.7K | Buy |
210
+30
| +17% | +$2.1K | ﹤0.01% | 528 |
|
|
2025
Q1 | $13.2K | Buy |
180
+48
| +36% | +$3.53K | ﹤0.01% | 503 |
|
|
2024
Q4 | $8.65K | Sell |
132
-54
| -29% | -$3.54K | ﹤0.01% | 668 |
|
|
2024
Q3 | $14.5K | Hold |
186
| – | – | ﹤0.01% | 479 |
|
|
2024
Q2 | $14.5K | Buy |
186
+65
| +54% | +$5.07K | ﹤0.01% | 477 |
|
|
2024
Q1 | $8.2K | Buy |
121
+3
| +3% | +$203 | ﹤0.01% | 672 |
|
|
2023
Q4 | $7.95K | Sell |
118
-37
| -24% | -$2.49K | ﹤0.01% | 646 |
|
|
2023
Q3 | $10.5K | Buy |
155
+30
| +24% | +$2.03K | ﹤0.01% | 484 |
|
|
2023
Q2 | $8.95K | Buy |
125
+8
| +7% | +$573 | ﹤0.01% | 553 |
|
|
2023
Q1 | $8.12K | Buy |
117
+7
| +6% | +$486 | ﹤0.01% | 562 |
|
|
2022
Q4 | $7.46K | Buy |
110
+23
| +26% | +$1.56K | ﹤0.01% | 606 |
|
|
2022
Q3 | $5K | Sell |
87
-241
| -73% | -$13.9K | ﹤0.01% | 648 |
|
|
2022
Q2 | $22K | Buy |
+328
| New | +$22K | 0.01% | 243 |
|
|
2021
Q4 | $4K | Sell |
68
-36
| -35% | -$2.12K | ﹤0.01% | 831 |
|
|
2021
Q3 | $6K | Buy |
+104
| New | +$6K | ﹤0.01% | 608 |
|