Halpern Financial’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $126K | Sell |
1,588
-239
| -13% | -$19K | 0.03% | 64 |
|
|
2024
Q2 | $142K | Hold |
1,827
| – | – | 0.04% | 59 |
|
|
2024
Q1 | $122K | Sell |
1,827
-130
| -7% | -$8.69K | 0.04% | 61 |
|
|
2023
Q4 | $134K | Buy |
1,957
+1,269
| +184% | +$86.7K | 0.04% | 62 |
|
|
2023
Q3 | $46.6K | Sell |
688
-118
| -15% | -$7.99K | 0.02% | 83 |
|
|
2023
Q2 | $57.7K | Buy |
806
+18
| +2% | +$1.29K | 0.02% | 77 |
|
|
2023
Q1 | $54.7K | Sell |
788
-250
| -24% | -$17.4K | 0.02% | 75 |
|
|
2022
Q4 | $70.4K | Hold |
1,038
| – | – | 0.03% | 70 |
|
|
2022
Q3 | $56.9K | Sell |
1,038
-161
| -13% | -$8.83K | 0.02% | 75 |
|
|
2022
Q2 | $79.2K | Sell |
1,199
-246
| -17% | -$16.3K | 0.03% | 69 |
|
|
2022
Q1 | $95.9K | Hold |
1,445
| – | – | 0.04% | 75 |
|
|
2021
Q4 | $84.2K | Hold |
1,445
| – | – | 0.04% | 64 |
|
|
2021
Q3 | $86.8K | Sell |
1,445
-632
| -30% | -$38K | 0.04% | 57 |
|
|
2021
Q2 | $124K | Buy |
2,077
+170
| +9% | +$10.2K | 0.06% | 47 |
|
|
2021
Q1 | $94.8K | Hold |
1,907
| – | – | 0.05% | 46 |
|
|
2020
Q4 | $95.3K | Sell |
1,907
-200
| -9% | -$10K | 0.05% | 43 |
|
|
2020
Q3 | $115K | Sell |
2,107
-232
| -10% | -$12.7K | 0.07% | 35 |
|
|
2020
Q2 | $124K | Buy |
+2,339
| New | +$124K | 0.08% | 32 |
|