Guyasuta Investment Advisors’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-3,905
| Closed | -$259K | – | 251 |
|
2022
Q1 | $259K | Hold |
3,905
| – | – | 0.02% | 241 |
|
2021
Q4 | $227K | Hold |
3,905
| – | – | 0.01% | 261 |
|
2021
Q3 | $235K | Buy |
3,905
+460
| +13% | +$27.7K | 0.02% | 247 |
|
2021
Q2 | $206K | Buy |
+3,445
| New | +$206K | 0.01% | 259 |
|
2016
Q1 | – | Sell |
-20,325
| Closed | -$690K | – | 207 |
|
2015
Q4 | $690K | Sell |
20,325
-3,220
| -14% | -$109K | 0.1% | 115 |
|
2015
Q3 | $749K | Buy |
+23,545
| New | +$749K | 0.11% | 114 |
|