First Affirmative Financial Network’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $716K | Buy |
9,743
+450
| +5% | +$33.1K | 0.44% | 53 |
|
|
2024
Q4 | $609K | Buy |
9,293
+1,677
| +22% | +$110K | 0.35% | 70 |
|
|
2024
Q3 | $593K | Buy |
7,616
+2,124
| +39% | +$165K | 0.32% | 80 |
|
|
2024
Q2 | $428K | Buy |
5,492
+854
| +18% | +$66.6K | 0.3% | 102 |
|
|
2024
Q1 | $314K | Sell |
4,638
-302
| -6% | -$20.5K | 0.23% | 145 |
|
|
2023
Q4 | $333K | Sell |
4,940
-555
| -10% | -$37.4K | 0.27% | 126 |
|
|
2023
Q3 | $372K | Buy |
5,495
+155
| +3% | +$10.5K | 0.36% | 78 |
|
|
2023
Q2 | $382K | Sell |
5,340
-60
| -1% | -$4.29K | 0.38% | 82 |
|
|
2023
Q1 | $375K | Buy |
5,400
+185
| +4% | +$12.8K | 0.43% | 72 |
|
|
2022
Q4 | $354K | Buy |
5,215
+1,105
| +27% | +$74.9K | 0.43% | 70 |
|
|
2022
Q3 | $225K | Buy |
4,110
+1,036
| +34% | +$56.7K | 0.29% | 107 |
|
|
2022
Q2 | $203K | Buy |
+3,074
| New | +$203K | 0.23% | 131 |
|