Dowling & Yahnke’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $486K | Hold |
8,863
| – | – | 0.02% | 280 |
|
|
2022
Q2 | $586K | Hold |
8,863
| – | – | 0.03% | 260 |
|
|
2022
Q1 | $588K | Hold |
8,863
| – | – | 0.03% | 261 |
|
|
2021
Q4 | $516K | Hold |
8,863
| – | – | 0.02% | 273 |
|
|
2021
Q3 | $532K | Buy |
8,863
+372
| +4% | +$22.3K | 0.03% | 262 |
|
|
2021
Q2 | $509K | Buy |
8,491
+26
| +0.3% | +$1.56K | 0.03% | 259 |
|
|
2021
Q1 | $421K | Hold |
8,465
| – | – | 0.03% | 265 |
|
|
2020
Q4 | $423K | Buy |
+8,465
| New | +$423K | 0.03% | 254 |
|