Center for Financial Planning’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $73.9K | Hold |
1,057
| – | – | 0.01% | 251 |
|
|
2025
Q1 | $77.7K | Hold |
1,057
| – | – | 0.01% | 235 |
|
|
2024
Q4 | $69.3K | Buy |
1,057
+386
| +58% | +$25.3K | 0.01% | 235 |
|
|
2024
Q3 | $52.3K | Hold |
671
| – | – | 0.01% | 244 |
|
|
2024
Q2 | $52.3K | Hold |
671
| – | – | 0.01% | 227 |
|
|
2024
Q1 | $45.5K | Hold |
671
| – | – | 0.01% | 252 |
|
|
2023
Q4 | $45.2K | Hold |
671
| – | – | 0.01% | 230 |
|
|
2023
Q3 | $45.4K | Buy |
671
+166
| +33% | +$11.2K | 0.01% | 224 |
|
|
2023
Q2 | $36.1K | Buy |
505
+55
| +12% | +$3.94K | 0.01% | 268 |
|
|
2023
Q1 | $31.2K | Hold |
450
| – | – | 0.01% | 264 |
|
|
2022
Q4 | $30.5K | Hold |
450
| – | – | 0.01% | 260 |
|
|
2022
Q3 | $25K | Hold |
450
| – | – | 0.01% | 273 |
|
|
2022
Q2 | $30K | Hold |
450
| – | – | 0.01% | 257 |
|
|
2022
Q1 | $30K | Hold |
450
| – | – | 0.01% | 270 |
|
|
2021
Q4 | $26K | Hold |
450
| – | – | 0.01% | 293 |
|
|
2021
Q3 | $27K | Hold |
450
| – | – | 0.01% | 282 |
|
|
2021
Q2 | $27K | Hold |
450
| – | – | 0.01% | 279 |
|
|
2021
Q1 | $22K | Hold |
450
| – | – | 0.01% | 297 |
|
|
2020
Q4 | $22K | Sell |
450
-237
| -34% | -$11.6K | 0.01% | 271 |
|
|
2020
Q3 | $38K | Hold |
687
| – | – | 0.01% | 209 |
|
|
2020
Q2 | $36K | Hold |
687
| – | – | 0.01% | 209 |
|
|
2020
Q1 | $31K | Hold |
687
| – | – | 0.01% | 212 |
|
|
2019
Q4 | $34K | Buy |
+687
| New | +$34K | 0.01% | 219 |
|