BerganKDV Wealth Management’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $32.3K | Hold |
451
| – | – | ﹤0.01% | 432 |
|
|
2023
Q1 | $31.3K | Hold |
451
| – | – | ﹤0.01% | 450 |
|
|
2022
Q4 | $30.6K | Sell |
451
-225
| -33% | -$15.3K | ﹤0.01% | 443 |
|
|
2022
Q3 | $37K | Sell |
676
-150
| -18% | -$8.21K | ﹤0.01% | 403 |
|
|
2022
Q2 | $55K | Sell |
826
-16
| -2% | -$1.07K | 0.01% | 367 |
|
|
2022
Q1 | $56K | Hold |
842
| – | – | 0.01% | 388 |
|
|
2021
Q4 | $49K | Hold |
842
| – | – | 0.01% | 423 |
|
|
2021
Q3 | $51K | Buy |
842
+181
| +27% | +$11K | 0.01% | 396 |
|
|
2021
Q2 | $40K | Hold |
661
| – | – | ﹤0.01% | 422 |
|
|
2021
Q1 | $33K | Hold |
661
| – | – | ﹤0.01% | 420 |
|
|
2020
Q4 | $33K | Buy |
661
+87
| +15% | +$4.34K | ﹤0.01% | 401 |
|
|
2020
Q3 | $31K | Buy |
574
+60
| +12% | +$3.24K | ﹤0.01% | 380 |
|
|
2020
Q2 | $27K | Buy |
514
+103
| +25% | +$5.41K | ﹤0.01% | 420 |
|
|
2020
Q1 | $18K | Buy |
411
+63
| +18% | +$2.76K | ﹤0.01% | 428 |
|
|
2019
Q4 | $17K | Buy |
348
+240
| +222% | +$11.7K | ﹤0.01% | 467 |
|
|
2019
Q3 | $5K | Hold |
108
| – | – | ﹤0.01% | 551 |
|
|
2019
Q2 | $4K | Hold |
108
| – | – | ﹤0.01% | 597 |
|
|
2019
Q1 | $4K | Hold |
108
| – | – | ﹤0.01% | 600 |
|
|
2018
Q4 | $4K | Buy |
+108
| New | +$4K | ﹤0.01% | 554 |
|