Howard Financial Services’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $296K | Sell |
4,240
-610
| -13% | -$42.6K | 0.04% | 137 |
|
|
2025
Q1 | $356K | Hold |
4,850
| – | – | 0.05% | 129 |
|
|
2024
Q4 | $318K | Buy |
4,850
+610
| +14% | +$40K | 0.04% | 138 |
|
|
2024
Q3 | $330K | Hold |
4,240
| – | – | 0.05% | 119 |
|
|
2024
Q2 | $331K | Hold |
4,240
| – | – | 0.05% | 114 |
|
|
2024
Q1 | $287K | Sell |
4,240
-3,994
| -49% | -$271K | 0.05% | 127 |
|
|
2023
Q4 | $555K | Hold |
8,234
| – | – | 0.11% | 76 |
|
|
2023
Q3 | $558K | Buy |
8,234
+57
| +0.7% | +$3.86K | 0.13% | 69 |
|
|
2023
Q2 | $585K | Hold |
8,177
| – | – | 0.14% | 65 |
|
|
2023
Q1 | $568K | Buy |
8,177
+115
| +1% | +$7.98K | 0.14% | 66 |
|
|
2022
Q4 | $547K | Hold |
8,062
| – | – | 0.14% | 65 |
|
|
2022
Q3 | $442K | Buy |
8,062
+62
| +0.8% | +$3.4K | 0.14% | 68 |
|
|
2022
Q2 | $529K | Buy |
+8,000
| New | +$529K | 0.18% | 50 |
|