Golden State Wealth 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 | $69K | Buy |
987
+165
| +20% | +$11.5K | 0.01% | 572 |
|
|
2025
Q1 | $60.4K | Sell |
822
-13
| -2% | -$956 | 0.01% | 556 |
|
|
2024
Q4 | $54.7K | Buy |
+835
| New | +$54.7K | 0.01% | 559 |
|
|
2020
Q4 | – | Sell |
-2,510
| Closed | -$138K | – | 243 |
|
|
2020
Q3 | $138K | Buy |
+2,510
| New | +$138K | 0.05% | 232 |
|
|
2020
Q2 | – | Sell |
-700
| Closed | -$31K | – | 242 |
|
|
2020
Q1 | $31K | Buy |
+700
| New | +$31K | 0.01% | 432 |
|
|
2019
Q4 | – | Sell |
-700
| Closed | -$31K | – | 122 |
|
|
2019
Q3 | $31K | Hold |
700
| – | – | 0.01% | 533 |
|
|
2019
Q2 | $28K | Hold |
700
| – | – | 0.01% | 560 |
|
|
2019
Q1 | $28K | Buy |
+700
| New | +$28K | 0.01% | 558 |
|