Cedar Wealth Management’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-267
| Closed | -$37.3K | – | 246 |
|
|
2025
Q2 | $37.3K | Hold |
267
| – | – | 0.01% | 126 |
|
|
2025
Q1 | $39.2K | Hold |
267
| – | – | 0.01% | 120 |
|
|
2024
Q4 | $35K | Hold |
267
| – | – | 0.01% | 115 |
|
|
2024
Q3 | $41.6K | Hold |
267
| – | – | 0.01% | 160 |
|
|
2024
Q2 | $41.6K | Sell |
267
-58
| -18% | -$8.73K | 0.01% | 167 |
|
|
2024
Q1 | $44K | Buy |
325
+58
| +22% | +$7.68K | 0.01% | 174 |
|
|
2023
Q4 | $36K | Hold |
267
| – | – | 0.01% | 171 |
|
|
2023
Q3 | $36.2K | Hold |
267
| – | – | 0.01% | 173 |
|
|
2023
Q2 | $38.2K | Hold |
267
| – | – | 0.01% | 173 |
|
|
2023
Q1 | $37.1K | Hold |
267
| – | – | 0.02% | 174 |
|
|
2022
Q4 | $36.2K | Hold |
267
| – | – | 0.02% | 164 |
|
|
2022
Q3 | $29K | Hold |
267
| – | – | 0.01% | 195 |
|
|
2022
Q2 | $35K | Hold |
267
| – | – | 0.02% | 188 |
|
|
2022
Q1 | $35K | Hold |
267
| – | – | 0.01% | 207 |
|
|
2021
Q4 | $31K | Buy |
+267
| New | +$31.4K | 0.01% | 214 |
|
|
2018
Q4 | – | Sell |
-58
| Closed | -$5K | – | 163 |
|
|
2018
Q3 | $5K | Hold |
58
| – | – | ﹤0.01% | 141 |
|
|
2018
Q2 | $4K | Buy |
+58
| New | +$4.17K | ﹤0.01% | 172 |
|
|
2017
Q4 | – | Sell |
-300
| Closed | -$20K | – | 129 |
|
|
2017
Q3 | $20K | Hold |
300
| – | – | 0.01% | 102 |
|
|
2017
Q2 | $20K | Hold |
300
| – | – | 0.01% | 101 |
|
|
2017
Q1 | $19K | Hold |
300
| – | – | 0.01% | 98 |
|
|
2016
Q4 | $16K | Hold |
300
| – | – | 0.01% | 100 |
|
|
2016
Q3 | $20K | Hold |
300
| – | – | 0.01% | 83 |
|
|
2016
Q2 | $18K | Hold |
300
| – | – | 0.01% | 93 |
|
|
2016
Q1 | $17K | Buy |
+300
| New | +$18K | 0.01% | 81 |
|