IHT 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 | $1.1M | Buy |
15,759
+2,240
| +17% | +$157K | 0.03% | 472 |
|
2025
Q1 | $994K | Buy |
13,519
+264
| +2% | +$19.4K | 0.03% | 474 |
|
2024
Q4 | $868K | Sell |
13,255
-3,055
| -19% | -$200K | 0.03% | 500 |
|
2024
Q3 | $1.27M | Buy |
16,310
+2,363
| +17% | +$184K | 0.04% | 438 |
|
2024
Q2 | $1.09M | Sell |
13,947
-68
| -0.5% | -$5.3K | 0.04% | 408 |
|
2024
Q1 | $950K | Buy |
14,015
+873
| +7% | +$59.1K | 0.04% | 438 |
|
2023
Q4 | $885K | Sell |
13,142
-503
| -4% | -$33.9K | 0.04% | 422 |
|
2023
Q3 | $924K | Buy |
13,645
+597
| +5% | +$40.4K | 0.05% | 364 |
|
2023
Q2 | $934K | Sell |
13,048
-325
| -2% | -$23.3K | 0.05% | 358 |
|
2023
Q1 | $928K | Buy |
13,373
+42
| +0.3% | +$2.92K | 0.05% | 331 |
|
2022
Q4 | $904K | Buy |
13,331
+1,628
| +14% | +$110K | 0.06% | 324 |
|
2022
Q3 | $642K | Buy |
11,703
+2,031
| +21% | +$111K | 0.05% | 385 |
|
2022
Q2 | $639K | Buy |
9,672
+338
| +4% | +$22.3K | 0.06% | 323 |
|
2022
Q1 | $619K | Sell |
9,334
-269
| -3% | -$17.8K | 0.05% | 360 |
|
2021
Q4 | $559K | Sell |
9,603
-744
| -7% | -$43.3K | 0.04% | 403 |
|
2021
Q3 | $621K | Sell |
10,347
-4,286
| -29% | -$257K | 0.05% | 359 |
|
2021
Q2 | $877K | Sell |
14,633
-270
| -2% | -$16.2K | 0.06% | 353 |
|
2021
Q1 | $741K | Sell |
14,903
-1,799
| -11% | -$89.4K | 0.05% | 341 |
|
2020
Q4 | $835K | Buy |
16,702
+615
| +4% | +$30.7K | 0.07% | 269 |
|
2020
Q3 | $882K | Buy |
16,087
+4,653
| +41% | +$255K | 0.09% | 237 |
|
2020
Q2 | $605K | Sell |
11,434
-1,587
| -12% | -$84K | 0.08% | 253 |
|
2020
Q1 | $582K | Buy |
13,021
+1,514
| +13% | +$67.7K | 0.08% | 259 |
|
2019
Q4 | $574K | Buy |
11,507
+1,422
| +14% | +$70.9K | 0.07% | 302 |
|
2019
Q3 | $450K | Sell |
10,085
-747
| -7% | -$33.3K | 0.06% | 334 |
|
2019
Q2 | $447K | Sell |
10,832
-555
| -5% | -$22.9K | 0.06% | 309 |
|
2019
Q1 | $460K | Sell |
11,387
-2,367
| -17% | -$95.6K | 0.08% | 279 |
|
2018
Q4 | $522K | Buy |
13,754
+1,235
| +10% | +$46.9K | 0.1% | 237 |
|
2018
Q3 | $495K | Sell |
12,519
-5,202
| -29% | -$206K | 0.11% | 231 |
|
2018
Q2 | $622K | Buy |
17,721
+1,708
| +11% | +$60K | 0.16% | 168 |
|
2018
Q1 | $556K | Sell |
16,013
-472
| -3% | -$16.4K | 0.15% | 172 |
|
2017
Q4 | $587K | Buy |
16,485
+3,070
| +23% | +$109K | 0.16% | 161 |
|
2017
Q3 | $463K | Sell |
13,415
-1,044
| -7% | -$36K | 0.2% | 127 |
|
2017
Q2 | $5 | Buy |
14,459
+541
| +4% | – | ﹤0.01% | 1091 |
|
2017
Q1 | $424K | Buy |
13,918
+2,283
| +20% | +$69.6K | 0.28% | 84 |
|
2016
Q4 | $322K | Buy |
+11,635
| New | +$322K | 0.24% | 105 |
|