Jeppson 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
Q3 | – | Sell |
-3,232
| Closed | -$231K | – | 184 |
|
|
2023
Q2 | $231K | Hold |
3,232
| – | – | 0.1% | 169 |
|
|
2023
Q1 | $224K | Hold |
3,232
| – | – | 0.1% | 177 |
|
|
2022
Q4 | $219K | Buy |
+3,232
| New | +$219K | 0.09% | 183 |
|
|
2022
Q3 | – | Sell |
-3,232
| Closed | -$214K | – | 195 |
|
|
2022
Q2 | $214K | Hold |
3,232
| – | – | 0.09% | 174 |
|
|
2022
Q1 | $214K | Buy |
+3,232
| New | +$214K | 0.1% | 160 |
|
|
2020
Q4 | – | Sell |
-2,520
| Closed | -$138K | – | 157 |
|
|
2020
Q3 | $138K | Buy |
+2,520
| New | +$138K | 0.11% | 143 |
|