Bogart Wealth LLC’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $87.3K | Hold |
1,249
| – | – | ﹤0.01% | 338 |
|
|
2025
Q1 | $91.8K | Sell |
1,249
-592
| -32% | -$43.5K | ﹤0.01% | 317 |
|
|
2024
Q4 | $121K | Buy |
1,841
+33
| +2% | +$2.16K | 0.01% | 285 |
|
|
2024
Q3 | $141K | Hold |
1,808
| – | – | 0.01% | 263 |
|
|
2024
Q2 | $141K | Hold |
1,808
| – | – | 0.01% | 248 |
|
|
2024
Q1 | $122K | Buy |
1,808
+600
| +50% | +$40.7K | 0.01% | 250 |
|
|
2023
Q4 | $81.4K | Hold |
1,208
| – | – | ﹤0.01% | 293 |
|
|
2023
Q3 | $81.8K | Hold |
1,208
| – | – | 0.01% | 271 |
|
|
2023
Q2 | $86.5K | Hold |
1,208
| – | – | 0.01% | 254 |
|
|
2023
Q1 | $83.8K | Buy |
1,208
+175
| +17% | +$12.1K | 0.01% | 247 |
|
|
2022
Q4 | $70K | Buy |
1,033
+33
| +3% | +$2.24K | ﹤0.01% | 264 |
|
|
2022
Q3 | $55K | Hold |
1,000
| – | – | ﹤0.01% | 282 |
|
|
2022
Q2 | $66K | Buy |
+1,000
| New | +$66K | 0.01% | 252 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 627 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 464 |
|
|
2018
Q2 | – | Sell |
-27
| Closed | -$1K | – | 345 |
|
|
2018
Q1 | $1K | Hold |
27
| – | – | ﹤0.01% | 316 |
|
|
2017
Q4 | $1K | Hold |
27
| – | – | ﹤0.01% | 307 |
|
|
2017
Q3 | $1K | Buy |
+27
| New | +$1K | ﹤0.01% | 300 |
|