Hohimer 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 | $1.37M | Buy |
19,651
+82
| +0.4% | +$5.73K | 0.24% | 95 |
|
|
2025
Q1 | $1.44M | Buy |
19,569
+6,938
| +55% | +$510K | 0.28% | 89 |
|
|
2024
Q4 | $828K | Hold |
12,631
| – | – | 0.16% | 123 |
|
|
2024
Q3 | $984K | Hold |
12,631
| – | – | 0.21% | 115 |
|
|
2024
Q2 | $985K | Hold |
12,631
| – | – | 0.23% | 121 |
|
|
2024
Q1 | $856K | Sell |
12,631
-416
| -3% | -$28.2K | 0.2% | 129 |
|
|
2023
Q4 | $879K | Hold |
13,047
| – | – | 0.22% | 124 |
|
|
2023
Q3 | $884K | Sell |
13,047
-284
| -2% | -$19.2K | 0.25% | 110 |
|
|
2023
Q2 | $954K | Sell |
13,331
-82
| -0.6% | -$5.87K | 0.26% | 100 |
|
|
2023
Q1 | $931K | Buy |
13,413
+10,428
| +349% | +$724K | 0.27% | 93 |
|
|
2022
Q4 | $202K | Sell |
2,985
-10,647
| -78% | -$722K | 0.06% | 154 |
|
|
2022
Q3 | $748K | Sell |
13,632
-368
| -3% | -$20.2K | 0.24% | 114 |
|
|
2022
Q2 | $925K | Sell |
14,000
-156
| -1% | -$10.3K | 0.27% | 97 |
|
|
2022
Q1 | $939K | Buy |
14,156
+2
| +0% | +$133 | 0.19% | 126 |
|
|
2021
Q4 | $824K | Buy |
14,154
+59
| +0.4% | +$3.44K | 0.17% | 127 |
|
|
2021
Q3 | $847K | Sell |
14,095
-1,224
| -8% | -$73.6K | 0.18% | 128 |
|
|
2021
Q2 | $918K | Buy |
15,319
+639
| +4% | +$38.3K | 0.19% | 129 |
|
|
2021
Q1 | $730K | Sell |
14,680
-3,082
| -17% | -$153K | 0.18% | 127 |
|
|
2020
Q4 | $888K | Sell |
17,762
-14
| -0.1% | -$700 | 0.24% | 115 |
|
|
2020
Q3 | $932K | Sell |
17,776
-1,555
| -8% | -$81.5K | 0.27% | 110 |
|
|
2020
Q2 | $1.02M | Sell |
19,331
-17,454
| -47% | -$923K | 0.35% | 100 |
|
|
2020
Q1 | $1.89M | Sell |
36,785
-845
| -2% | -$43.5K | 0.8% | 46 |
|
|
2019
Q4 | $1.88M | Buy |
+37,630
| New | +$1.88M | 0.65% | 54 |
|