CarsonAllaria Wealth Management’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.2K | Hold |
218
| – | – | 0.01% | 222 |
|
|
2025
Q1 | $16K | Hold |
218
| – | – | 0.01% | 212 |
|
|
2024
Q4 | $14.3K | Hold |
218
| – | – | 0.01% | 220 |
|
|
2024
Q3 | $17K | Sell |
218
-318
| -59% | -$24.8K | 0.01% | 217 |
|
|
2024
Q2 | $41.8K | Buy |
536
+336
| +168% | +$26.2K | 0.03% | 133 |
|
|
2024
Q1 | $13.6K | Hold |
200
| – | – | 0.01% | 221 |
|
|
2023
Q4 | $13.5K | Hold |
200
| – | – | 0.01% | 196 |
|
|
2023
Q3 | $13.5K | Hold |
200
| – | – | 0.01% | 187 |
|
|
2023
Q2 | $14.3K | Hold |
200
| – | – | 0.01% | 194 |
|
|
2023
Q1 | $13.9K | Hold |
200
| – | – | 0.01% | 188 |
|
|
2022
Q4 | $14K | Hold |
200
| – | – | 0.01% | 174 |
|
|
2022
Q3 | $11K | Hold |
200
| – | – | 0.01% | 178 |
|
|
2022
Q2 | $13K | Hold |
200
| – | – | 0.01% | 171 |
|
|
2022
Q1 | $13K | Hold |
200
| – | – | 0.01% | 177 |
|
|
2021
Q4 | $12K | Buy |
+200
| New | +$12K | 0.01% | 197 |
|