J.W. Cole Advisors’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.47M | Buy |
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|
2025
Q1 | $1.49M | Buy |
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|
2024
Q4 | $298K | Sell |
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|
2024
Q3 | $429K | Sell |
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|
2024
Q2 | $433K | Sell |
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|
2024
Q1 | $418K | Buy |
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|
2023
Q4 | $398K | Sell |
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|
2023
Q3 | $400K | Buy |
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|
2023
Q2 | $357K | Sell |
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|
2023
Q1 | $354K | Sell |
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|
2022
Q4 | $654K | Buy |
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|
2022
Q3 | $273K | Buy |
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|
2022
Q2 | $261K | Sell |
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|
2022
Q1 | $291K | Sell |
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|
2021
Q4 | $256K | Buy |
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|
2021
Q3 | $238K | Buy |
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|
2021
Q2 | $230K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $244K | Sell |
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|
2020
Q3 | $1.39M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $246K | Buy |
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