BerganKDV Wealth Management’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $32.3K | Hold |
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|
2023
Q1 | $31.3K | Hold |
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|
2022
Q4 | $30.6K | Sell |
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|
2022
Q3 | $37K | Sell |
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|
2022
Q2 | $55K | Sell |
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|
2022
Q1 | $56K | Hold |
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|
2021
Q4 | $49K | Hold |
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|
2021
Q3 | $51K | Buy |
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|
2021
Q2 | $40K | Hold |
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|
2021
Q1 | $33K | Hold |
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|
2020
Q4 | $33K | Buy |
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|
2020
Q3 | $31K | Buy |
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|
2020
Q2 | $27K | Buy |
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|
2020
Q1 | $18K | Buy |
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|
2019
Q4 | $17K | Buy |
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|
2019
Q3 | $5K | Hold |
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|
2019
Q2 | $4K | Hold |
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|
2019
Q1 | $4K | Hold |
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|
2018
Q4 | $4K | Buy |
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