Dougherty Wealth Advisers’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 | $99K | Hold |
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|
2025
Q2 | $90.1K | Hold |
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|
2025
Q1 | $94.8K | Hold |
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|
2024
Q4 | $84.5K | Hold |
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|
2024
Q3 | $101K | Hold |
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|
2024
Q2 | $101K | Hold |
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|
2024
Q1 | $87.4K | Hold |
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|
2023
Q4 | $86.9K | Hold |
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|
2023
Q3 | $87.4K | Hold |
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|
2023
Q2 | $92.3K | Hold |
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|
2023
Q1 | $89.5K | Hold |
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|
2022
Q4 | $87.5K | Hold |
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|
2022
Q3 | $71K | Sell |
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|
2022
Q2 | $114K | Hold |
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|
2022
Q1 | $114K | Hold |
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|
2021
Q4 | $100K | Hold |
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|
2021
Q3 | $103K | Hold |
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|
2021
Q2 | $103K | Hold |
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|
2021
Q1 | $86K | Hold |
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|
2020
Q4 | $86K | Hold |
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|
2020
Q3 | $94K | Hold |
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|
2020
Q2 | $91K | Hold |
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|
2020
Q1 | $77K | Hold |
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|
2019
Q4 | $86K | Hold |
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|
2019
Q3 | $77K | Hold |
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|
2019
Q2 | $71K | Hold |
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|
2019
Q1 | $70K | Hold |
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|
2018
Q4 | $64K | Buy |
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