JFS Wealth 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 | $357K | Buy |
|
|||||
|
2025
Q1 | $374K | Buy |
|
|||||
|
2024
Q4 | $283K | Buy |
|
|||||
|
2024
Q3 | $185K | Buy |
|
|||||
|
2024
Q2 | $181K | Sell |
|
|||||
|
2024
Q1 | $170K | Buy |
|
|||||
|
2023
Q4 | $151K | Sell |
|
|||||
|
2023
Q3 | $153K | Sell |
|
|||||
|
2023
Q2 | $161K | Buy |
|
|||||
|
2023
Q1 | $150K | Buy |
|
|||||
|
2022
Q4 | $146K | Sell |
|
|||||
|
2022
Q3 | $121K | Sell |
|
|||||
|
2022
Q2 | $159K | Buy |
|
|||||
|
2022
Q1 | $154K | Buy |
|
|||||
|
2021
Q4 | $115K | Buy |
|
|||||
|
2021
Q3 | $109K | Buy |
|
|||||
|
2021
Q2 | $60K | Hold |
|
|||||
|
2021
Q1 | $50K | Sell |
|
|||||
|
2020
Q4 | $50K | Hold |
|
|||||
|
2020
Q3 | $55K | Buy |
|
|||||
|
2020
Q2 | $0 | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $3K | Buy |
|
|||||
|
2017
Q4 | – | Sell |
|
|||||
|
2017
Q3 | $7K | Hold |
|
|||||
|
2017
Q2 | $7K | Buy |
|
|||||
|
2014
Q3 | – | Sell |
|
|||||
|
2014
Q2 | $36K | Buy |
|