Jackson Grant Investment Advisers’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.7K | Hold |
267
| – | – | 0.01% | 236 |
|
|
2025
Q1 | $19.6K | Buy |
267
+3
| +1% | +$221 | 0.01% | 225 |
|
|
2024
Q4 | $17.3K | Hold |
264
| – | – | 0.01% | 237 |
|
|
2024
Q3 | $20.5K | Buy |
264
+2
| +0.8% | +$156 | 0.01% | 231 |
|
|
2024
Q2 | $20.4K | Buy |
+262
| New | +$20.4K | 0.01% | 231 |
|
|
2023
Q2 | – | Sell |
-768
| Closed | -$53.3K | – | 421 |
|
|
2023
Q1 | $53.3K | Hold |
768
| – | – | 0.03% | 179 |
|
|
2022
Q4 | $52.1K | Hold |
768
| – | – | 0.03% | 178 |
|
|
2022
Q3 | $42K | Hold |
768
| – | – | 0.02% | 188 |
|
|
2022
Q2 | $51K | Hold |
768
| – | – | 0.03% | 177 |
|
|
2022
Q1 | $51K | Hold |
768
| – | – | 0.02% | 198 |
|
|
2021
Q4 | $45K | Hold |
768
| – | – | 0.02% | 176 |
|
|
2021
Q3 | $46K | Hold |
768
| – | – | 0.02% | 211 |
|
|
2021
Q2 | $46K | Hold |
768
| – | – | 0.02% | 211 |
|
|
2021
Q1 | $38K | Hold |
768
| – | – | 0.02% | 223 |
|
|
2020
Q4 | $38K | Buy |
+768
| New | +$38K | 0.02% | 206 |
|
|
2019
Q1 | – | Sell |
-40
| Closed | -$2K | – | 230 |
|
|
2018
Q4 | $2K | Buy |
+40
| New | +$2K | ﹤0.01% | 229 |
|