Institute for 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 | $366K | Sell |
5,234
-186
| -3% | -$13K | 0.04% | 382 |
|
|
2025
Q1 | $398K | Buy |
5,420
+67
| +1% | +$4.93K | 0.05% | 345 |
|
|
2024
Q4 | $351K | Sell |
5,353
-39
| -0.7% | -$2.56K | 0.04% | 366 |
|
|
2024
Q3 | $420K | Sell |
5,392
-51
| -0.9% | -$3.97K | 0.05% | 333 |
|
|
2024
Q2 | $424K | Hold |
5,443
| – | – | 0.06% | 314 |
|
|
2024
Q1 | $369K | Sell |
5,443
-209
| -4% | -$14.2K | 0.05% | 340 |
|
|
2023
Q4 | $381K | Sell |
5,652
-3
| -0.1% | -$202 | 0.06% | 317 |
|
|
2023
Q3 | $383K | Hold |
5,655
| – | – | 0.07% | 296 |
|
|
2023
Q2 | $405K | Buy |
5,655
+236
| +4% | +$16.9K | 0.07% | 298 |
|
|
2023
Q1 | $376K | Sell |
5,419
-26
| -0.5% | -$1.81K | 0.07% | 304 |
|
|
2022
Q4 | $369K | Sell |
5,445
-1,128
| -17% | -$76.5K | 0.08% | 311 |
|
|
2022
Q3 | $360K | Sell |
6,573
-4
| -0.1% | -$219 | 0.08% | 301 |
|
|
2022
Q2 | $435K | Hold |
6,577
| – | – | 0.09% | 300 |
|
|
2022
Q1 | $436K | Buy |
6,577
+1
| +0% | +$66 | 0.07% | 319 |
|
|
2021
Q4 | $383K | Sell |
6,576
-5,125
| -44% | -$298K | 0.06% | 324 |
|
|
2021
Q3 | $703K | Buy |
11,701
+364
| +3% | +$21.9K | 0.12% | 204 |
|
|
2021
Q2 | $679K | Sell |
11,337
-159
| -1% | -$9.52K | 0.12% | 205 |
|
|
2021
Q1 | $572K | Sell |
11,496
-104
| -0.9% | -$5.18K | 0.11% | 236 |
|
|
2020
Q4 | $580K | Buy |
11,600
+640
| +6% | +$32K | 0.12% | 214 |
|
|
2020
Q3 | $601K | Buy |
10,960
+6,482
| +145% | +$355K | 0.14% | 196 |
|
|
2020
Q2 | $237K | Buy |
+4,478
| New | +$237K | 0.06% | 365 |
|
|
2019
Q3 | – | Sell |
-6,012
| Closed | -$248K | – | 425 |
|
|
2019
Q2 | $248K | Buy |
+6,012
| New | +$248K | 0.05% | 392 |
|
|
2019
Q1 | – | Sell |
-8,468
| Closed | -$321K | – | 447 |
|
|
2018
Q4 | $321K | Buy |
+8,468
| New | +$321K | 0.13% | 191 |
|