Jackson 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 |
-27,102
| Closed | -$1.84M | – | 146 |
|
|
2023
Q3 | $1.84M | Buy |
27,102
+813
| +3% | +$55K | 0.26% | 68 |
|
|
2023
Q2 | $1.88M | Sell |
26,289
-269
| -1% | -$19.3K | 0.28% | 63 |
|
|
2023
Q1 | $1.84M | Sell |
26,558
-1,738
| -6% | -$121K | 1.39% | 27 |
|
|
2022
Q4 | $1.92M | Buy |
28,296
+302
| +1% | +$20.5K | 0.71% | 46 |
|
|
2022
Q3 | $1.54M | Buy |
27,994
+18,272
| +188% | +$1M | 0.3% | 65 |
|
|
2022
Q2 | $642K | Sell |
9,722
-15,789
| -62% | -$1.04M | 0.3% | 65 |
|
|
2022
Q1 | $1.69M | Buy |
25,511
+295
| +1% | +$19.6K | 0.23% | 83 |
|
|
2021
Q4 | $1.47M | Buy |
25,216
+450
| +2% | +$26.2K | 0.19% | 93 |
|
|
2021
Q3 | $6K | Buy |
24,766
+607
| +3% | +$147 | 0.07% | 76 |
|
|
2021
Q2 | $1.45M | Sell |
24,159
-269
| -1% | -$16.1K | 0.18% | 92 |
|
|
2021
Q1 | $1.22M | Buy |
24,428
+438
| +2% | +$21.8K | 0.18% | 96 |
|
|
2020
Q4 | $1.2M | Buy |
23,990
+3,963
| +20% | +$198K | 0.16% | 104 |
|
|
2020
Q3 | $1.1M | Buy |
+20,027
| New | +$1.1M | 0.16% | 100 |
|