Burney Company’s AstraZeneca AZN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.05M Sell
14,991
-981
-6% -$68.6K 0.04% 307
2025
Q1
$1.17M Buy
15,972
+81
+0.5% +$5.95K 0.04% 292
2024
Q4
$1.04M Buy
15,891
+872
+6% +$57.1K 0.04% 312
2024
Q3
$1.17M Sell
15,019
-2,722
-15% -$212K 0.04% 293
2024
Q2
$1.38M Sell
17,741
-455
-3% -$35.5K 0.05% 272
2024
Q1
$1.23M Sell
18,196
-694
-4% -$47K 0.05% 297
2023
Q4
$1.27M Sell
18,890
-4,966
-21% -$334K 0.05% 296
2023
Q3
$1.62M Buy
23,856
+1,597
+7% +$108K 0.08% 248
2023
Q2
$1.59M Buy
22,259
+677
+3% +$48.5K 0.07% 258
2023
Q1
$1.5M Sell
21,582
-1,320
-6% -$91.6K 0.07% 258
2022
Q4
$1.55M Sell
22,902
-460
-2% -$31.2K 0.08% 240
2022
Q3
$1.28M Buy
23,362
+211
+0.9% +$11.6K 0.07% 263
2022
Q2
$1.53M Buy
23,151
+23
+0.1% +$1.52K 0.08% 241
2022
Q1
$1.53M Sell
23,128
-2,948
-11% -$196K 0.07% 274
2021
Q4
$1.52M Sell
26,076
-1,893
-7% -$110K 0.07% 271
2021
Q3
$1.68M Sell
27,969
-1,077
-4% -$64.7K 0.08% 242
2021
Q2
$1.74M Sell
29,046
-2,395
-8% -$143K 0.08% 253
2021
Q1
$1.56M Sell
31,441
-4,595
-13% -$228K 0.08% 256
2020
Q4
$1.8M Sell
36,036
-3,472
-9% -$174K 0.1% 230
2020
Q3
$2.17M Sell
39,508
-388
-1% -$21.3K 0.13% 197
2020
Q2
$2.11M Sell
39,896
-2,709
-6% -$143K 0.14% 185
2020
Q1
$1.9M Sell
42,605
-5,843
-12% -$261K 0.15% 171
2019
Q4
$2.42M Sell
48,448
-5,950
-11% -$297K 0.13% 177
2019
Q3
$2.43M Sell
54,398
-17,086
-24% -$762K 0.15% 177
2019
Q2
$2.95M Sell
71,484
-9,785
-12% -$404K 0.18% 159
2019
Q1
$3.29M Sell
81,269
-11,187
-12% -$452K 0.2% 150
2018
Q4
$3.51M Sell
92,456
-2,105
-2% -$79.9K 0.25% 124
2018
Q3
$3.74M Sell
94,561
-10,312
-10% -$408K 0.22% 133
2018
Q2
$3.68M Sell
104,873
-517
-0.5% -$18.2K 0.22% 135
2018
Q1
$3.69M Sell
105,390
-4,605
-4% -$161K 0.23% 130
2017
Q4
$3.82M Buy
109,995
+6,643
+6% +$231K 0.22% 135
2017
Q3
$3.46M Sell
103,352
-4,865
-4% -$163K 0.22% 133
2017
Q2
$3.69M Sell
108,217
-5,651
-5% -$193K 0.24% 120
2017
Q1
$3.55M Sell
113,868
-13,635
-11% -$425K 0.23% 117
2016
Q4
$3.48M Sell
127,503
-8,672
-6% -$237K 0.24% 120
2016
Q3
$4.61M Buy
136,175
+1,426
+1% +$48.2K 0.32% 99
2016
Q2
$4.07M Buy
134,749
+4,693
+4% +$142K 0.29% 102
2016
Q1
$3.66M Sell
130,056
-436
-0.3% -$12.3K 0.27% 108
2015
Q4
$4.45M Buy
130,492
+4,381
+3% +$149K 0.33% 92
2015
Q3
$4.01M Sell
126,111
-2,471
-2% -$78.6K 0.31% 95
2015
Q2
$4.1M Buy
128,582
+1,718
+1% +$54.7K 0.28% 99
2015
Q1
$4.34M Buy
126,864
+13,986
+12% +$479K 0.3% 100
2014
Q4
$3.97M Buy
112,878
+11,928
+12% +$420K 0.31% 100
2014
Q3
$3.61M Buy
100,950
+2,896
+3% +$103K 0.31% 98
2014
Q2
$3.64M Sell
98,054
-16,554
-14% -$615K 0.32% 96
2014
Q1
$3.72M Sell
114,608
-20,222
-15% -$656K 0.34% 96
2013
Q4
$4M Sell
134,830
-119,078
-47% -$3.53M 0.39% 86
2013
Q3
$6.59M Sell
253,908
-11,858
-4% -$308K 0.74% 41
2013
Q2
$6.29M Buy
+265,766
New +$6.29M 0.78% 36