EFS
Essex Financial Services’s AstraZeneca AZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $748K | Sell |
10,702
-163
| -2% | -$11.4K | 0.05% | 325 |
|
|
2025
Q1 | $799K | Sell |
10,865
-56
| -0.5% | -$4.12K | 0.06% | 283 |
|
|
2024
Q4 | $716K | Buy |
10,921
+93
| +0.9% | +$6.09K | 0.05% | 305 |
|
|
2024
Q3 | $837K | Sell |
10,828
-19
| -0.2% | -$1.47K | 0.06% | 279 |
|
|
2024
Q2 | $888K | Buy |
10,847
+4,110
| +61% | +$336K | 0.07% | 262 |
|
|
2024
Q1 | $456K | Buy |
6,737
+403
| +6% | +$27.3K | 0.04% | 341 |
|
|
2023
Q4 | $427K | Buy |
6,334
+328
| +5% | +$22.1K | 0.04% | 329 |
|
|
2023
Q3 | $407K | Sell |
6,006
-324
| -5% | -$21.9K | 0.05% | 319 |
|
|
2023
Q2 | $453K | Buy |
6,330
+441
| +7% | +$31.6K | 0.05% | 301 |
|
|
2023
Q1 | $409K | Buy |
5,889
+1,490
| +34% | +$103K | 0.04% | 324 |
|
|
2022
Q4 | $298K | Hold |
4,399
| – | – | 0.03% | 364 |
|
|
2022
Q3 | $241K | Buy |
4,399
+167
| +4% | +$9.15K | 0.03% | 388 |
|
|
2022
Q2 | $280K | Hold |
4,232
| – | – | 0.03% | 369 |
|
|
2022
Q1 | $281K | Buy |
4,232
+14
| +0.3% | +$930 | 0.03% | 397 |
|
|
2021
Q4 | $246K | Hold |
4,218
| – | – | 0.02% | 413 |
|
|
2021
Q3 | $253K | Buy |
+4,218
| New | +$253K | 0.03% | 385 |
|