Financial Advocates Investment Management’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $493K | Sell |
7,049
-5,375
| -43% | -$376K | 0.04% | 360 |
|
|
2025
Q1 | $913K | Sell |
12,424
-563
| -4% | -$41.4K | 0.06% | 296 |
|
|
2024
Q4 | $851K | Sell |
12,987
-1,973
| -13% | -$129K | 0.05% | 334 |
|
|
2024
Q3 | $1.17M | Buy |
14,960
+198
| +1% | +$15.4K | 0.07% | 275 |
|
|
2024
Q2 | $1.15M | Buy |
14,762
+2,178
| +17% | +$170K | 0.07% | 258 |
|
|
2024
Q1 | $853K | Buy |
12,584
+14
| +0.1% | +$948 | 0.05% | 337 |
|
|
2023
Q4 | $847K | Buy |
12,570
+1,470
| +13% | +$99K | 0.06% | 318 |
|
|
2023
Q3 | $752K | Buy |
11,100
+1,785
| +19% | +$121K | 0.05% | 323 |
|
|
2023
Q2 | $667K | Sell |
9,315
-14
| -0.2% | -$1K | 0.05% | 341 |
|
|
2023
Q1 | $648K | Sell |
9,329
-72
| -0.8% | -$5K | 0.05% | 364 |
|
|
2022
Q4 | $637K | Buy |
9,401
+2,972
| +46% | +$202K | 0.05% | 392 |
|
|
2022
Q3 | $536K | Buy |
6,429
+1,861
| +41% | +$155K | 0.04% | 396 |
|
|
2022
Q2 | $302K | Buy |
4,568
+72
| +2% | +$4.76K | 0.02% | 501 |
|
|
2022
Q1 | $299K | Buy |
4,496
+111
| +3% | +$7.38K | 0.02% | 576 |
|
|
2021
Q4 | $265K | Sell |
4,385
-169
| -4% | -$10.2K | 0.02% | 655 |
|
|
2021
Q3 | $273K | Buy |
4,554
+1,111
| +32% | +$66.6K | 0.02% | 626 |
|
|
2021
Q2 | $206K | Buy |
+3,443
| New | +$206K | 0.01% | 683 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 711 |
|
|
2020
Q3 | – | Sell |
-3,880
| Closed | -$205K | – | 619 |
|
|
2020
Q2 | $205K | Buy |
+3,880
| New | +$205K | 0.02% | 546 |
|