Carson Wealth (CWM 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 | $1.33M | Buy |
18,973
+8,886
| +88% | +$621K | ﹤0.01% | 1119 |
|
|
2025
Q1 | $741K | Sell |
10,087
-1,023
| -9% | -$75.2K | ﹤0.01% | 1297 |
|
|
2024
Q4 | $728K | Sell |
11,110
-562
| -5% | -$36.8K | ﹤0.01% | 1229 |
|
|
2024
Q3 | $909K | Sell |
11,672
-171
| -1% | -$13.3K | ﹤0.01% | 1091 |
|
|
2024
Q2 | $924K | Buy |
11,843
+3,094
| +35% | +$241K | ﹤0.01% | 937 |
|
|
2024
Q1 | $593K | Sell |
8,749
-311
| -3% | -$21.1K | ﹤0.01% | 1066 |
|
|
2023
Q4 | $610K | Sell |
9,060
-206
| -2% | -$13.9K | ﹤0.01% | 990 |
|
|
2023
Q3 | $628K | Buy |
9,266
+749
| +9% | +$50.8K | ﹤0.01% | 906 |
|
|
2023
Q2 | $610K | Buy |
8,517
+666
| +8% | +$47.7K | ﹤0.01% | 875 |
|
|
2023
Q1 | $545K | Sell |
7,851
-453
| -5% | -$31.4K | ﹤0.01% | 865 |
|
|
2022
Q4 | $563K | Sell |
8,304
-2,796
| -25% | -$190K | ﹤0.01% | 765 |
|
|
2022
Q3 | $609K | Sell |
11,100
-680
| -6% | -$37.3K | ﹤0.01% | 692 |
|
|
2022
Q2 | $778K | Buy |
11,780
+2,336
| +25% | +$154K | 0.01% | 616 |
|
|
2022
Q1 | $626K | Buy |
9,444
+1,336
| +16% | +$88.6K | ﹤0.01% | 660 |
|
|
2021
Q4 | $472K | Buy |
+8,108
| New | +$472K | ﹤0.01% | 745 |
|
|
2021
Q2 | $610K | Hold |
10,186
| – | – | ﹤0.01% | 642 |
|
|
2021
Q1 | $610K | Hold |
10,186
| – | – | ﹤0.01% | 642 |
|
|
2020
Q4 | $610K | Hold |
10,186
| – | – | ﹤0.01% | 642 |
|
|
2020
Q3 | $610K | Hold |
10,186
| – | – | ﹤0.01% | 642 |
|
|
2020
Q2 | $610K | Hold |
10,186
| – | – | ﹤0.01% | 642 |
|
|
2020
Q1 | $610K | Hold |
10,186
| – | – | ﹤0.01% | 642 |
|
|
2019
Q4 | $610K | Hold |
10,186
| – | – | ﹤0.01% | 642 |
|
|
2019
Q3 | $610K | Hold |
10,186
| – | – | ﹤0.01% | 642 |
|
|
2019
Q2 | $610K | Hold |
10,186
| – | – | ﹤0.01% | 642 |
|
|
2019
Q1 | $610K | Buy |
10,186
+7,359
| +260% | +$441K | ﹤0.01% | 642 |
|
|
2018
Q4 | $107K | Buy |
2,827
+1,555
| +122% | +$58.9K | ﹤0.01% | 710 |
|
|
2018
Q3 | $50K | Buy |
1,272
+158
| +14% | +$6.21K | ﹤0.01% | 747 |
|
|
2018
Q2 | $39K | Hold |
1,114
| – | – | ﹤0.01% | 682 |
|
|
2018
Q1 | $39K | Hold |
1,114
| – | – | ﹤0.01% | 595 |
|
|
2017
Q4 | $39K | Sell |
1,114
-458
| -29% | -$16K | ﹤0.01% | 571 |
|
|
2017
Q3 | $53K | Buy |
1,572
+498
| +46% | +$16.8K | ﹤0.01% | 508 |
|
|
2017
Q2 | $37K | Hold |
1,074
| – | – | ﹤0.01% | 518 |
|
|
2017
Q1 | $33K | Hold |
1,074
| – | – | ﹤0.01% | 522 |
|
|
2016
Q4 | $29K | Hold |
1,074
| – | – | ﹤0.01% | 521 |
|
|
2016
Q3 | $35K | Buy |
+1,074
| New | +$35K | ﹤0.01% | 473 |
|
|
2016
Q1 | – | Sell |
-21
| Closed | -$1K | – | 747 |
|
|
2015
Q4 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 628 |
|
|
2014
Q1 | – | Sell |
-29,202
| Closed | -$867K | – | 167 |
|
|
2013
Q4 | $867K | Buy |
29,202
+5,916
| +25% | +$176K | 0.14% | 105 |
|
|
2013
Q3 | $605K | Buy |
+23,286
| New | +$605K | 0.16% | 90 |
|