Gradient Investments’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $639K | Buy |
9,143
+1,724
| +23% | +$120K | 0.01% | 272 |
|
|
2025
Q1 | $545K | Buy |
7,419
+147
| +2% | +$10.8K | 0.01% | 233 |
|
|
2024
Q4 | $476K | Buy |
7,272
+201
| +3% | +$13.2K | 0.01% | 228 |
|
|
2024
Q3 | $551K | Sell |
7,071
-71
| -1% | -$5.53K | 0.01% | 217 |
|
|
2024
Q2 | $557K | Buy |
7,142
+6
| +0.1% | +$468 | 0.01% | 219 |
|
|
2024
Q1 | $483K | Sell |
7,136
-199
| -3% | -$13.5K | 0.01% | 225 |
|
|
2023
Q4 | $494K | Buy |
7,335
+76
| +1% | +$5.12K | 0.01% | 256 |
|
|
2023
Q3 | $492K | Buy |
7,259
+169
| +2% | +$11.4K | 0.01% | 227 |
|
|
2023
Q2 | $507K | Sell |
7,090
-442
| -6% | -$31.6K | 0.01% | 225 |
|
|
2023
Q1 | $523K | Buy |
7,532
+24
| +0.3% | +$1.67K | 0.01% | 216 |
|
|
2022
Q4 | $509K | Sell |
7,508
-292
| -4% | -$19.8K | 0.02% | 218 |
|
|
2022
Q3 | $428K | Sell |
7,800
-1,010
| -11% | -$55.4K | 0.01% | 224 |
|
|
2022
Q2 | $582K | Sell |
8,810
-182
| -2% | -$12K | 0.02% | 199 |
|
|
2022
Q1 | $597K | Sell |
8,992
-614
| -6% | -$40.8K | 0.02% | 202 |
|
|
2021
Q4 | $560K | Sell |
9,606
-480
| -5% | -$28K | 0.01% | 201 |
|
|
2021
Q3 | $606K | Sell |
10,086
-403
| -4% | -$24.2K | 0.02% | 196 |
|
|
2021
Q2 | $628K | Sell |
10,489
-399
| -4% | -$23.9K | 0.02% | 190 |
|
|
2021
Q1 | $541K | Buy |
10,888
+47
| +0.4% | +$2.34K | 0.02% | 212 |
|
|
2020
Q4 | $594K | Sell |
10,841
-1,088
| -9% | -$59.6K | 0.03% | 180 |
|
|
2020
Q3 | $654K | Sell |
11,929
-1,192
| -9% | -$65.4K | 0.03% | 179 |
|
|
2020
Q2 | $694K | Sell |
13,121
-17,544
| -57% | -$928K | 0.03% | 171 |
|
|
2020
Q1 | $1.37M | Sell |
30,665
-2,748
| -8% | -$123K | 0.07% | 146 |
|
|
2019
Q4 | $1.67M | Sell |
33,413
-2,845
| -8% | -$142K | 0.07% | 145 |
|
|
2019
Q3 | $1.62M | Sell |
36,258
-8,534
| -19% | -$380K | 0.08% | 143 |
|
|
2019
Q2 | $1.85M | Buy |
44,792
+16,633
| +59% | +$687K | 0.09% | 123 |
|
|
2019
Q1 | $1.14M | Buy |
28,159
+27,919
| +11,633% | +$1.13M | 0.07% | 121 |
|
|
2018
Q4 | $9K | Sell |
240
-147
| -38% | -$5.51K | ﹤0.01% | 597 |
|
|
2018
Q3 | $15K | Sell |
387
-297
| -43% | -$11.5K | ﹤0.01% | 551 |
|
|
2018
Q2 | $24K | Hold |
684
| – | – | ﹤0.01% | 450 |
|
|
2018
Q1 | $24K | Buy |
684
+584
| +584% | +$20.5K | ﹤0.01% | 441 |
|
|
2017
Q4 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 742 |
|
|
2017
Q3 | – | Sell |
-209
| Closed | -$7K | – | 264 |
|
|
2017
Q2 | $7K | Sell |
209
-49
| -19% | -$1.64K | ﹤0.01% | 528 |
|
|
2017
Q1 | $8K | Buy |
+258
| New | +$8K | ﹤0.01% | 538 |
|
|
2016
Q2 | – | Sell |
-267
| Closed | -$8K | – | 710 |
|
|
2016
Q1 | $8K | Buy |
+267
| New | +$8K | ﹤0.01% | 463 |
|
|
2014
Q2 | – | Sell |
-136
| Closed | -$4K | – | 503 |
|
|
2014
Q1 | $4K | Buy |
+136
| New | +$4K | ﹤0.01% | 406 |
|
|
2013
Q4 | – | Sell |
-156
| Closed | -$4K | – | 573 |
|
|
2013
Q3 | $4K | Buy |
+156
| New | +$4K | ﹤0.01% | 347 |
|