Bellwether 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 | $210 | Hold |
3
| – | – | ﹤0.01% | 570 |
|
|
2025
Q1 | $220 | Hold |
3
| – | – | ﹤0.01% | 492 |
|
|
2024
Q4 | $197 | Buy |
+3
| New | +$197 | ﹤0.01% | 498 |
|
|
2023
Q2 | – | Sell |
-3,380
| Closed | -$235K | – | 116 |
|
|
2023
Q1 | $235K | Hold |
3,380
| – | – | 0.06% | 118 |
|
|
2022
Q4 | $229K | Hold |
3,380
| – | – | 0.07% | 116 |
|
|
2022
Q3 | $185K | Hold |
3,380
| – | – | 0.06% | 103 |
|
|
2022
Q2 | $223K | Sell |
3,380
-161
| -5% | -$10.6K | 0.07% | 110 |
|
|
2022
Q1 | $234K | Hold |
3,541
| – | – | 0.07% | 130 |
|
|
2021
Q4 | $206K | Hold |
3,541
| – | – | 0.06% | 122 |
|
|
2021
Q3 | $212K | Buy |
3,541
+161
| +5% | +$9.64K | 0.07% | 144 |
|
|
2021
Q2 | $202K | Hold |
3,380
| – | – | 0.07% | 128 |
|
|
2021
Q1 | $168K | Hold |
3,380
| – | – | 0.07% | 118 |
|
|
2020
Q4 | $168K | Buy |
+3,380
| New | +$168K | 0.07% | 111 |
|