Doyle Wealth Management’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $246K | Buy |
4,494
+268
| +6% | +$14.7K | 0.02% | 184 |
|
|
2022
Q2 | $279K | Sell |
4,226
-1,466
| -26% | -$96.8K | 0.02% | 181 |
|
|
2022
Q1 | $378K | Sell |
5,692
-239
| -4% | -$15.9K | 0.03% | 178 |
|
|
2021
Q4 | $345K | Sell |
5,931
-566
| -9% | -$32.9K | 0.02% | 176 |
|
|
2021
Q3 | $390K | Sell |
6,497
-123
| -2% | -$7.38K | 0.03% | 160 |
|
|
2021
Q2 | $397K | Sell |
6,620
-1,310
| -17% | -$78.6K | 0.03% | 160 |
|
|
2021
Q1 | $394K | Sell |
7,930
-19,523
| -71% | -$970K | 0.04% | 157 |
|
|
2020
Q4 | $1.37M | Sell |
27,453
-4,142
| -13% | -$207K | 0.14% | 84 |
|
|
2020
Q3 | $1.73M | Sell |
31,595
-3
| -0% | -$164 | 0.2% | 73 |
|
|
2020
Q2 | $1.67M | Buy |
31,598
+288
| +0.9% | +$15.2K | 0.22% | 62 |
|
|
2020
Q1 | $1.4M | Sell |
31,310
-2,259
| -7% | -$101K | 0.22% | 56 |
|
|
2019
Q4 | $1.67M | Buy |
33,569
+1,106
| +3% | +$55.2K | 0.21% | 60 |
|
|
2019
Q3 | $1.45M | Buy |
32,463
+358
| +1% | +$16K | 0.2% | 60 |
|
|
2019
Q2 | $1.33M | Buy |
32,105
+278
| +0.9% | +$11.5K | 0.18% | 63 |
|
|
2019
Q1 | $1.2M | Buy |
31,827
+2,313
| +8% | +$87.1K | 0.17% | 70 |
|
|
2018
Q4 | $1.12M | Buy |
29,514
+3,336
| +13% | +$127K | 0.19% | 62 |
|
|
2018
Q3 | $1.04M | Buy |
26,178
+1,566
| +6% | +$62K | 0.16% | 70 |
|
|
2018
Q2 | $864K | Buy |
+24,612
| New | +$864K | 0.14% | 78 |
|