Dougherty Wealth Advisers’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $90.1K | Hold |
1,290
| – | – | 0.06% | 65 |
|
|
2025
Q1 | $94.8K | Hold |
1,290
| – | – | 0.07% | 58 |
|
|
2024
Q4 | $84.5K | Hold |
1,290
| – | – | 0.07% | 64 |
|
|
2024
Q3 | $101K | Hold |
1,290
| – | – | 0.08% | 57 |
|
|
2024
Q2 | $101K | Hold |
1,290
| – | – | 0.09% | 56 |
|
|
2024
Q1 | $87.4K | Hold |
1,290
| – | – | 0.08% | 63 |
|
|
2023
Q4 | $86.9K | Hold |
1,290
| – | – | 0.08% | 66 |
|
|
2023
Q3 | $87.4K | Hold |
1,290
| – | – | 0.1% | 57 |
|
|
2023
Q2 | $92.3K | Hold |
1,290
| – | – | 0.13% | 56 |
|
|
2023
Q1 | $89.5K | Hold |
1,290
| – | – | 0.14% | 59 |
|
|
2022
Q4 | $87.5K | Hold |
1,290
| – | – | 0.14% | 66 |
|
|
2022
Q3 | $71K | Sell |
1,290
-432
| -25% | -$23.8K | 0.14% | 65 |
|
|
2022
Q2 | $114K | Hold |
1,722
| – | – | 0.21% | 49 |
|
|
2022
Q1 | $114K | Hold |
1,722
| – | – | 0.17% | 58 |
|
|
2021
Q4 | $100K | Hold |
1,722
| – | – | 0.14% | 73 |
|
|
2021
Q3 | $103K | Hold |
1,722
| – | – | 0.15% | 72 |
|
|
2021
Q2 | $103K | Hold |
1,722
| – | – | 0.15% | 72 |
|
|
2021
Q1 | $86K | Hold |
1,722
| – | – | 0.13% | 73 |
|
|
2020
Q4 | $86K | Hold |
1,722
| – | – | 0.14% | 72 |
|
|
2020
Q3 | $94K | Hold |
1,722
| – | – | 0.32% | 59 |
|
|
2020
Q2 | $91K | Hold |
1,722
| – | – | 0.33% | 59 |
|
|
2020
Q1 | $77K | Hold |
1,722
| – | – | 0.31% | 62 |
|
|
2019
Q4 | $86K | Hold |
1,722
| – | – | 0.26% | 74 |
|
|
2019
Q3 | $77K | Hold |
1,722
| – | – | 0.25% | 78 |
|
|
2019
Q2 | $71K | Hold |
1,722
| – | – | 0.2% | 91 |
|
|
2019
Q1 | $70K | Hold |
1,722
| – | – | 0.24% | 77 |
|
|
2018
Q4 | $64K | Buy |
+1,722
| New | +$64K | 0.21% | 87 |
|