Concord Wealth Partners’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $46.9K | Sell |
671
-1,509
| -69% | -$105K | 0.01% | 350 |
|
|
2025
Q1 | $160K | Sell |
2,180
-91
| -4% | -$6.69K | 0.03% | 204 |
|
|
2024
Q4 | $149K | Buy |
2,271
+50
| +2% | +$3.28K | 0.02% | 216 |
|
|
2024
Q3 | $173K | Buy |
2,221
+51
| +2% | +$3.97K | 0.03% | 214 |
|
|
2024
Q2 | $169K | Hold |
2,170
| – | – | 0.03% | 208 |
|
|
2024
Q1 | $147K | Buy |
2,170
+21
| +1% | +$1.42K | 0.03% | 234 |
|
|
2023
Q4 | $145K | Sell |
2,149
-173
| -7% | -$11.7K | 0.03% | 243 |
|
|
2023
Q3 | $157K | Buy |
2,322
+10
| +0.4% | +$677 | 0.03% | 219 |
|
|
2023
Q2 | $165K | Hold |
2,312
| – | – | 0.04% | 211 |
|
|
2023
Q1 | $160K | Buy |
2,312
+18
| +0.8% | +$1.25K | 0.05% | 190 |
|
|
2022
Q4 | $156K | Buy |
+2,294
| New | +$156K | 0.05% | 191 |
|
|
2022
Q3 | – | Sell |
-2,283
| Closed | -$151K | – | 236 |
|
|
2022
Q2 | $151K | Sell |
2,283
-145
| -6% | -$9.59K | 0.04% | 196 |
|
|
2022
Q1 | $161K | Sell |
2,428
-74
| -3% | -$4.91K | 0.04% | 215 |
|
|
2021
Q4 | $146K | Buy |
2,502
+1,809
| +261% | +$106K | 0.04% | 240 |
|
|
2021
Q3 | $42K | Buy |
693
+22
| +3% | +$1.33K | 0.02% | 246 |
|
|
2021
Q2 | $40K | Hold |
671
| – | – | 0.01% | 380 |
|
|
2021
Q1 | $33K | Hold |
671
| – | – | 0.01% | 398 |
|
|
2020
Q4 | $34K | Buy |
+671
| New | +$34K | 0.03% | 248 |
|