Global Wealth Management Investment Advisory’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-39
| Closed | -$2.63K | – | 166 |
|
|
2023
Q4 | $2.63K | Hold |
39
| – | – | ﹤0.01% | 380 |
|
|
2023
Q3 | $2.64K | Hold |
39
| – | – | ﹤0.01% | 367 |
|
|
2023
Q2 | $2.79K | Buy |
+39
| New | +$2.79K | ﹤0.01% | 371 |
|
|
2022
Q3 | – | Sell |
-63
| Closed | -$4K | – | 166 |
|
|
2022
Q2 | $4K | Sell |
63
-99
| -61% | -$6.29K | ﹤0.01% | 351 |
|
|
2022
Q1 | $11K | Sell |
162
-33,392
| -100% | -$2.27M | ﹤0.01% | 307 |
|
|
2021
Q4 | $1.96M | Buy |
33,554
+1,016
| +3% | +$59.2K | 0.59% | 59 |
|
|
2021
Q3 | $1.95M | Buy |
32,538
+971
| +3% | +$58.3K | 0.62% | 57 |
|
|
2021
Q2 | $1.89M | Buy |
31,567
+938
| +3% | +$56.2K | 0.63% | 57 |
|
|
2021
Q1 | $1.52M | Buy |
30,629
+31
| +0.1% | +$1.54K | 0.55% | 66 |
|
|
2020
Q4 | $1.53M | Buy |
30,598
+926
| +3% | +$46.3K | 0.59% | 63 |
|
|
2020
Q3 | $1.63M | Sell |
29,672
-1,115
| -4% | -$61.1K | 0.7% | 53 |
|
|
2020
Q2 | $1.63M | Buy |
30,787
+1,155
| +4% | +$61.1K | 0.7% | 54 |
|
|
2020
Q1 | $1.32M | Sell |
29,632
-10,256
| -26% | -$458K | 0.67% | 57 |
|
|
2019
Q4 | $1.99M | Sell |
39,888
-3,875
| -9% | -$193K | 0.84% | 51 |
|
|
2019
Q3 | $1.95M | Buy |
43,763
+1,863
| +4% | +$83.1K | 0.89% | 42 |
|
|
2019
Q2 | $1.73M | Buy |
41,900
+5,320
| +15% | +$220K | 0.84% | 45 |
|
|
2019
Q1 | $1.48M | Sell |
36,580
-2,094
| -5% | -$84.7K | 0.77% | 50 |
|
|
2018
Q4 | $1.47M | Buy |
+38,674
| New | +$1.47M | 0.85% | 47 |
|