Independent Advisor Alliance’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $436K | Buy |
6,246
+1,325
| +27% | +$92.6K | 0.01% | 626 |
|
|
2025
Q1 | $362K | Buy |
4,921
+1,074
| +28% | +$78.9K | 0.01% | 604 |
|
|
2024
Q4 | $252K | Buy |
3,847
+442
| +13% | +$29K | ﹤0.01% | 1202 |
|
|
2024
Q3 | $265K | Sell |
3,405
-20
| -0.6% | -$1.56K | 0.01% | 602 |
|
|
2024
Q2 | $267K | Sell |
3,425
-211
| -6% | -$16.5K | 0.01% | 602 |
|
|
2024
Q1 | $246K | Sell |
3,636
-37
| -1% | -$2.51K | 0.01% | 613 |
|
|
2023
Q4 | $247K | Sell |
3,673
-245
| -6% | -$16.5K | 0.01% | 594 |
|
|
2023
Q3 | $265K | Sell |
3,918
-735
| -16% | -$49.8K | 0.01% | 542 |
|
|
2023
Q2 | $333K | Buy |
4,653
+475
| +11% | +$34K | 0.01% | 509 |
|
|
2023
Q1 | $290K | Buy |
+4,178
| New | +$290K | 0.01% | 523 |
|
|
2022
Q4 | – | Sell |
-5,546
| Closed | -$304K | – | 443 |
|
|
2022
Q3 | $304K | Sell |
5,546
-93
| -2% | -$5.1K | 0.02% | 476 |
|
|
2022
Q2 | $373K | Sell |
5,639
-1,615
| -22% | -$107K | 0.02% | 440 |
|
|
2022
Q1 | $481K | Buy |
7,254
+557
| +8% | +$36.9K | 0.02% | 402 |
|
|
2021
Q4 | $390K | Sell |
6,697
-149
| -2% | -$8.68K | 0.02% | 449 |
|
|
2021
Q3 | $411K | Buy |
6,846
+1,359
| +25% | +$81.6K | 0.02% | 417 |
|
|
2021
Q2 | $329K | Buy |
5,487
+471
| +9% | +$28.2K | 0.02% | 487 |
|
|
2021
Q1 | $249K | Sell |
5,016
-6,996
| -58% | -$347K | 0.01% | 519 |
|
|
2020
Q4 | $601K | Sell |
12,012
-24,875
| -67% | -$1.24M | 0.04% | 314 |
|
|
2020
Q3 | $2.02M | Buy |
36,887
+25,891
| +235% | +$1.42M | 0.15% | 122 |
|
|
2020
Q2 | $582K | Buy |
10,996
+4,298
| +64% | +$227K | 0.06% | 237 |
|
|
2020
Q1 | $299K | Buy |
+6,698
| New | +$299K | 0.04% | 280 |
|
|
2018
Q3 | – | Sell |
-6,091
| Closed | -$206K | – | 369 |
|
|
2018
Q2 | $206K | Buy |
+6,091
| New | +$206K | 0.04% | 312 |
|
|
2018
Q1 | – | Sell |
-6,162
| Closed | -$219K | – | 345 |
|
|
2017
Q4 | $219K | Buy |
+6,162
| New | +$219K | 0.05% | 285 |
|