Creative Planning’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 | $24M | Buy |
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|
2025
Q2 | $18.6M | Sell |
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|
2025
Q1 | $21.4M | Buy |
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|
2024
Q4 | $16M | Buy |
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|
2024
Q3 | $17.5M | Buy |
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|
2024
Q2 | $16.2M | Buy |
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|
2024
Q1 | $11.9M | Buy |
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|
2023
Q4 | $9.89M | Sell |
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|
2023
Q3 | $11.4M | Buy |
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|
2023
Q2 | $11.1M | Buy |
|
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|
2023
Q1 | $9.39M | Buy |
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|
2022
Q4 | $8.88M | Buy |
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|
2022
Q3 | $6.22M | Buy |
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|
2022
Q2 | $6.68M | Buy |
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|
2022
Q1 | $6.68M | Buy |
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|
2021
Q4 | $3.89M | Sell |
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|
2021
Q3 | $4.1M | Buy |
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|
2021
Q2 | $3.4M | Sell |
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|
2021
Q1 | $3.29M | Sell |
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|
2020
Q4 | $3.39M | Buy |
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|
2020
Q3 | $3.56M | Buy |
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|
2020
Q2 | $3.17M | Buy |
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|
2020
Q1 | $2.2M | Buy |
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|
2019
Q4 | $2.25M | Buy |
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|
2019
Q3 | $1.84M | Sell |
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|
2019
Q2 | $1.76M | Buy |
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|
2019
Q1 | $1.73M | Sell |
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|
2018
Q4 | $1.73M | Buy |
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|
2018
Q3 | $1.63M | Buy |
|
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|
2018
Q2 | $1.27M | Sell |
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|
2018
Q1 | $1.28M | Buy |
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|
2017
Q4 | $1.26M | Sell |
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|
2017
Q3 | $1.24M | Sell |
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|
2017
Q2 | $1.52M | Sell |
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|
2017
Q1 | $1.41M | Buy |
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|
2016
Q4 | $1.13M | Buy |
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|
2016
Q3 | $1.2M | Buy |
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|
2016
Q2 | $852K | Buy |
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|
2016
Q1 | $371K | Sell |
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|
2015
Q4 | $452K | Sell |
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|
2015
Q3 | $458K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $362K | Sell |
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|
2014
Q4 | $385K | Buy |
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|
2014
Q3 | $380K | Buy |
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|
2014
Q2 | $353K | Buy |
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|
2014
Q1 | $298K | Sell |
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|
2013
Q4 | $352K | Buy |
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|
2013
Q3 | $228K | Buy |
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|
2013
Q2 | $98K | Buy |
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