J.P. Morgan Private Wealth Advisors’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $15.5M | Sell |
229,161
-4,284
| -2% | -$290K | 0.04% | 306 |
|
|
2023
Q2 | $16.7M | Sell |
233,445
-96,073
| -29% | -$6.88M | 0.09% | 176 |
|
|
2023
Q1 | $22.9M | Buy |
329,518
+398
| +0.1% | +$27.6K | 0.05% | 289 |
|
|
2022
Q4 | $22.3M | Sell |
329,120
-53,312
| -14% | -$3.61M | 0.05% | 289 |
|
|
2022
Q3 | $21M | Buy |
382,432
+187,563
| +96% | +$10.3M | 0.05% | 279 |
|
|
2022
Q2 | $12.9M | Buy |
194,869
+64,969
| +50% | +$4.29M | 0.03% | 355 |
|
|
2022
Q1 | $8.62M | Buy |
129,900
+4,984
| +4% | +$331K | 0.02% | 476 |
|
|
2021
Q4 | $7.28M | Sell |
124,916
-8,086
| -6% | -$471K | 0.02% | 515 |
|
|
2021
Q3 | $7.99M | Buy |
133,002
+31,896
| +32% | +$1.92M | 0.02% | 476 |
|
|
2021
Q2 | $6.06M | Buy |
101,106
+11,612
| +13% | +$696K | 0.02% | 537 |
|
|
2021
Q1 | $4.45M | Sell |
89,494
-11,600
| -11% | -$577K | 0.01% | 536 |
|
|
2020
Q4 | $5.05M | Buy |
101,094
+4,873
| +5% | +$244K | 0.02% | 482 |
|
|
2020
Q3 | $5.27M | Buy |
96,221
+34,204
| +55% | +$1.87M | 0.02% | 418 |
|
|
2020
Q2 | $3.28M | Buy |
62,017
+16,336
| +36% | +$864K | 0.02% | 461 |
|
|
2020
Q1 | $2.04M | Sell |
45,681
-4,032
| -8% | -$180K | 0.01% | 540 |
|
|
2019
Q4 | $2.48M | Sell |
49,713
-6,544
| -12% | -$326K | 0.01% | 570 |
|
|
2019
Q3 | $2.51M | Sell |
56,257
-303
| -0.5% | -$13.5K | 0.01% | 546 |
|
|
2019
Q2 | $2.34M | Sell |
56,560
-27,500
| -33% | -$1.14M | 0.01% | 561 |
|
|
2019
Q1 | $3.4M | Buy |
84,060
+12,625
| +18% | +$510K | 0.02% | 495 |
|
|
2018
Q4 | $2.71M | Buy |
71,435
+752
| +1% | +$28.6K | 0.02% | 508 |
|
|
2018
Q3 | $2.8M | Sell |
70,683
-1,719
| -2% | -$68K | 0.01% | 558 |
|
|
2018
Q2 | $2.54M | Buy |
72,402
+13,802
| +24% | +$485K | 0.01% | 550 |
|
|
2018
Q1 | $2.05M | Buy |
58,600
+2,775
| +5% | +$97.1K | 0.01% | 479 |
|
|
2017
Q4 | $1.94M | Buy |
55,825
+6,909
| +14% | +$240K | 0.01% | 492 |
|
|
2017
Q3 | $1.66M | Sell |
48,916
-13,850
| -22% | -$469K | 0.01% | 510 |
|
|
2017
Q2 | $2.14M | Sell |
62,766
-39,641
| -39% | -$1.35M | 0.02% | 444 |
|
|
2017
Q1 | $3.19M | Sell |
102,407
-19,524
| -16% | -$608K | 0.02% | 381 |
|
|
2016
Q4 | $3.33M | Sell |
121,931
-21,237
| -15% | -$580K | 0.03% | 345 |
|
|
2016
Q3 | $4.7M | Sell |
143,168
-225
| -0.2% | -$7.39K | 0.04% | 288 |
|
|
2016
Q2 | $4.33M | Buy |
143,393
+8,461
| +6% | +$255K | 0.04% | 288 |
|
|
2016
Q1 | $3.8M | Buy |
134,932
+17,480
| +15% | +$492K | 0.04% | 292 |
|
|
2015
Q4 | $3.99M | Buy |
117,452
+93,392
| +388% | +$3.17M | 0.04% | 259 |
|
|
2015
Q3 | $766K | Sell |
24,060
-18,444
| -43% | -$587K | 0.01% | 525 |
|
|
2015
Q2 | $1.35M | Buy |
42,504
+16,974
| +66% | +$541K | 0.02% | 438 |
|
|
2015
Q1 | $873K | Sell |
25,530
-206
| -0.8% | -$7.04K | 0.01% | 562 |
|
|
2014
Q4 | $906K | Buy |
25,736
+2,730
| +12% | +$96.1K | 0.01% | 552 |
|
|
2014
Q3 | $822K | Buy |
23,006
+7,704
| +50% | +$275K | 0.01% | 557 |
|
|
2014
Q2 | $569K | Sell |
15,302
-3,240
| -17% | -$120K | 0.01% | 529 |
|
|
2014
Q1 | $602K | Sell |
18,542
-8,082
| -30% | -$262K | 0.01% | 514 |
|
|
2013
Q4 | $790K | Buy |
26,624
+3,552
| +15% | +$105K | 0.02% | 387 |
|
|
2013
Q3 | $599K | Sell |
23,072
-32
| -0.1% | -$831 | 0.01% | 402 |
|
|
2013
Q2 | $546K | Buy |
+23,104
| New | +$546K | 0.01% | 400 |
|