Independent Solutions Wealth Management’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-10,169
| Closed | -$689K | – | 169 |
|
|
2023
Q3 | $689K | Sell |
10,169
-214
| -2% | -$14.5K | 0.18% | 109 |
|
|
2023
Q2 | $743K | Buy |
10,383
+1,599
| +18% | +$114K | 0.19% | 110 |
|
|
2023
Q1 | $610K | Buy |
8,784
+81
| +0.9% | +$5.62K | 0.18% | 106 |
|
|
2022
Q4 | $590K | Sell |
8,703
-150
| -2% | -$10.2K | 0.18% | 107 |
|
|
2022
Q3 | $486K | Sell |
8,853
-71
| -0.8% | -$3.89K | 0.16% | 119 |
|
|
2022
Q2 | $590K | Buy |
8,924
+3,106
| +53% | +$205K | 0.18% | 104 |
|
|
2022
Q1 | $386K | Buy |
5,818
+961
| +20% | +$63.8K | 0.09% | 152 |
|
|
2021
Q4 | $283K | Buy |
4,857
+885
| +22% | +$51.6K | 0.07% | 185 |
|
|
2021
Q3 | $239K | Buy |
+3,972
| New | +$239K | 0.06% | 198 |
|