Burt Wealth Advisors’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-777
| Closed | -$78K | – | 114 |
|
|
2020
Q4 | $78K | Hold |
777
| – | – | 0.03% | 149 |
|
|
2020
Q3 | $85K | Hold |
777
| – | – | 0.03% | 136 |
|
|
2020
Q2 | $82K | Hold |
777
| – | – | 0.03% | 134 |
|
|
2020
Q1 | $69K | Hold |
777
| – | – | 0.03% | 140 |
|
|
2019
Q4 | $77K | Hold |
777
| – | – | 0.03% | 144 |
|
|
2019
Q3 | $69K | Hold |
777
| – | – | 0.03% | 149 |
|
|
2019
Q2 | $64K | Hold |
777
| – | – | 0.03% | 150 |
|
|
2019
Q1 | $63K | Hold |
777
| – | – | 0.03% | 158 |
|
|
2018
Q4 | $59K | Hold |
777
| – | – | 0.03% | 161 |
|
|
2018
Q3 | $61K | Hold |
777
| – | – | 0.03% | 173 |
|
|
2018
Q2 | $55K | Hold |
777
| – | – | 0.03% | 168 |
|
|
2018
Q1 | $54K | Hold |
777
| – | – | 0.03% | 172 |
|
|
2017
Q4 | $54K | Hold |
777
| – | – | 0.03% | 174 |
|
|
2017
Q3 | $53K | Hold |
777
| – | – | 0.03% | 171 |
|
|
2017
Q2 | $52K | Hold |
777
| – | – | 0.04% | 179 |
|
|
2017
Q1 | $48K | Hold |
777
| – | – | 0.03% | 169 |
|
|
2016
Q4 | $42K | Hold |
777
| – | – | 0.04% | 179 |
|
|
2016
Q3 | $51K | Hold |
777
| – | – | 0.05% | 157 |
|
|
2016
Q2 | $46K | Hold |
777
| – | – | 0.05% | 159 |
|
|
2016
Q1 | $44K | Hold |
777
| – | – | 0.04% | 180 |
|
|
2015
Q4 | $52K | Hold |
777
| – | – | 0.04% | 146 |
|
|
2015
Q3 | $49K | Hold |
777
| – | – | 0.06% | 136 |
|
|
2015
Q2 | $49K | Hold |
777
| – | – | 0.05% | 148 |
|
|
2015
Q1 | $53K | Hold |
777
| – | – | 0.05% | 134 |
|
|
2014
Q4 | $55K | Buy |
+777
| New | +$55.6K | 0.06% | 133 |
|
Other funds holding AZN
