IFP Advisors’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $383K | Sell |
5,479
-3,451
| -39% | -$241K | 0.01% | 945 |
|
|
2025
Q1 | $656K | Sell |
8,930
-3,009
| -25% | -$221K | 0.02% | 686 |
|
|
2024
Q4 | $782K | Buy |
11,939
+6,091
| +104% | +$399K | 0.03% | 589 |
|
|
2024
Q3 | $456K | Buy |
5,848
+122
| +2% | +$9.51K | 0.02% | 725 |
|
|
2024
Q2 | $447K | Buy |
5,726
+1,066
| +23% | +$83.1K | 0.02% | 697 |
|
|
2024
Q1 | $316K | Sell |
4,660
-273
| -6% | -$18.5K | 0.01% | 775 |
|
|
2023
Q4 | $332K | Sell |
4,933
-939
| -16% | -$63.2K | 0.02% | 722 |
|
|
2023
Q3 | $398K | Buy |
5,872
+1,144
| +24% | +$77.5K | 0.02% | 680 |
|
|
2023
Q2 | $338K | Sell |
4,728
-481
| -9% | -$34.4K | 0.01% | 799 |
|
|
2023
Q1 | $192K | Sell |
5,209
-8,695
| -63% | -$320K | 0.01% | 961 |
|
|
2022
Q4 | $527K | Buy |
13,904
+4,066
| +41% | +$154K | 0.01% | 873 |
|
|
2022
Q3 | $381K | Buy |
9,838
+1,876
| +24% | +$72.7K | 0.01% | 1055 |
|
|
2022
Q2 | $307K | Hold |
7,962
| – | – | 0.01% | 1063 |
|
|
2022
Q1 | $307K | Buy |
7,962
+5,003
| +169% | +$193K | 0.01% | 1063 |
|
|
2021
Q4 | $175K | Sell |
2,959
-133
| -4% | -$7.87K | ﹤0.01% | 998 |
|
|
2021
Q3 | $187K | Sell |
3,092
-605
| -16% | -$36.6K | ﹤0.01% | 950 |
|
|
2021
Q2 | $223K | Sell |
3,697
-1,563
| -30% | -$94.3K | ﹤0.01% | 853 |
|
|
2021
Q1 | $261K | Sell |
5,260
-1,736
| -25% | -$86.1K | 0.01% | 720 |
|
|
2020
Q4 | $345K | Buy |
6,996
+663
| +10% | +$32.7K | 0.01% | 614 |
|
|
2020
Q3 | $348K | Buy |
6,333
+2,752
| +77% | +$151K | 0.02% | 531 |
|
|
2020
Q2 | $190K | Buy |
3,581
+285
| +9% | +$15.1K | 0.02% | 688 |
|
|
2020
Q1 | $139K | Sell |
3,296
-132
| -4% | -$5.57K | 0.01% | 703 |
|
|
2019
Q4 | $172K | Sell |
3,428
-682
| -17% | -$34.2K | 0.01% | 721 |
|
|
2019
Q3 | $184K | Buy |
+4,110
| New | +$184K | 0.01% | 801 |
|
|
2019
Q1 | $54K | Sell |
1,365
-5,956
| -81% | -$236K | 0.01% | 931 |
|
|
2018
Q4 | $277K | Sell |
7,321
-1,081
| -13% | -$40.9K | 0.02% | 742 |
|
|
2018
Q3 | $332K | Buy |
8,402
+22
| +0.3% | +$869 | 0.01% | 834 |
|
|
2018
Q2 | $294K | Sell |
8,380
-856
| -9% | -$30K | 0.01% | 884 |
|
|
2018
Q1 | $320K | Hold |
9,236
| – | – | 0.01% | 797 |
|
|
2017
Q4 | $320K | Sell |
9,236
-6,717
| -42% | -$233K | 0.01% | 794 |
|
|
2017
Q3 | $540K | Buy |
15,953
+1,383
| +9% | +$46.8K | 0.02% | 662 |
|
|
2017
Q2 | $497K | Buy |
14,570
+3,235
| +29% | +$110K | 0.02% | 683 |
|
|
2017
Q1 | $353K | Buy |
11,335
+2,491
| +28% | +$77.6K | 0.02% | 838 |
|
|
2016
Q4 | $242K | Sell |
8,844
-8,841
| -50% | -$242K | 0.01% | 957 |
|
|
2016
Q3 | $581K | Sell |
17,685
-967
| -5% | -$31.8K | 0.03% | 503 |
|
|
2016
Q2 | $563K | Buy |
18,652
+17,287
| +1,266% | +$522K | 0.03% | 509 |
|
|
2016
Q1 | $54K | Sell |
1,365
-15,211
| -92% | -$602K | 0.01% | 931 |
|
|
2015
Q4 | $563K | Buy |
+16,576
| New | +$563K | 0.04% | 463 |
|