Evoke Wealth’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $267K | Buy |
+3,815
| New | +$267K | 0.01% | 478 |
|
|
2024
Q4 | – | Sell |
-2,661
| Closed | -$207K | – | 435 |
|
|
2024
Q3 | $207K | Buy |
+2,661
| New | +$207K | 0.01% | 388 |
|
|
2022
Q4 | – | Sell |
-909
| Closed | -$50K | – | 427 |
|
|
2022
Q3 | $50K | Sell |
909
-23
| -2% | -$1.27K | ﹤0.01% | 517 |
|
|
2022
Q2 | $62K | Buy |
932
+34
| +4% | +$2.26K | ﹤0.01% | 479 |
|
|
2022
Q1 | $60K | Sell |
898
-1,600
| -64% | -$107K | ﹤0.01% | 495 |
|
|
2021
Q4 | $145K | Buy |
2,498
+434
| +21% | +$25.2K | ﹤0.01% | 402 |
|
|
2021
Q3 | $124K | Buy |
2,064
+5
| +0.2% | +$300 | ﹤0.01% | 399 |
|
|
2021
Q2 | $123K | Hold |
2,059
| – | – | ﹤0.01% | 409 |
|
|
2021
Q1 | $102K | Buy |
2,059
+1
| +0% | +$50 | ﹤0.01% | 372 |
|
|
2020
Q4 | $103K | Hold |
2,058
| – | – | 0.01% | 295 |
|
|
2020
Q3 | $113K | Buy |
2,058
+181
| +10% | +$9.94K | 0.01% | 267 |
|
|
2020
Q2 | $99K | Sell |
1,877
-1
| -0.1% | -$53 | 0.01% | 272 |
|
|
2020
Q1 | $83.9K | Sell |
1,878
-40
| -2% | -$1.79K | 0.01% | 284 |
|
|
2019
Q4 | $95.6K | Sell |
1,918
-6
| -0.3% | -$299 | 0.01% | 328 |
|
|
2019
Q3 | $85.8K | Buy |
+1,924
| New | +$85.8K | 0.01% | 396 |
|