JFS Wealth Advisors’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $357K | Buy |
5,102
+17
| +0.3% | +$1.19K | 0.02% | 241 |
|
|
2025
Q1 | $374K | Buy |
5,085
+759
| +18% | +$55.8K | 0.03% | 230 |
|
|
2024
Q4 | $283K | Buy |
4,326
+1,954
| +82% | +$128K | 0.02% | 254 |
|
|
2024
Q3 | $185K | Buy |
2,372
+56
| +2% | +$4.36K | 0.01% | 296 |
|
|
2024
Q2 | $181K | Sell |
2,316
-191
| -8% | -$14.9K | 0.01% | 252 |
|
|
2024
Q1 | $170K | Buy |
2,507
+261
| +12% | +$17.7K | 0.01% | 254 |
|
|
2023
Q4 | $151K | Sell |
2,246
-7
| -0.3% | -$471 | 0.01% | 256 |
|
|
2023
Q3 | $153K | Sell |
2,253
-1
| -0% | -$68 | 0.01% | 247 |
|
|
2023
Q2 | $161K | Buy |
2,254
+93
| +4% | +$6.66K | 0.01% | 237 |
|
|
2023
Q1 | $150K | Buy |
2,161
+2
| +0.1% | +$139 | 0.01% | 243 |
|
|
2022
Q4 | $146K | Sell |
2,159
-54
| -2% | -$3.66K | 0.01% | 242 |
|
|
2022
Q3 | $121K | Sell |
2,213
-192
| -8% | -$10.5K | 0.01% | 263 |
|
|
2022
Q2 | $159K | Buy |
2,405
+89
| +4% | +$5.88K | 0.02% | 239 |
|
|
2022
Q1 | $154K | Buy |
2,316
+343
| +17% | +$22.8K | 0.01% | 254 |
|
|
2021
Q4 | $115K | Buy |
1,973
+159
| +9% | +$9.27K | 0.01% | 283 |
|
|
2021
Q3 | $109K | Buy |
1,814
+814
| +81% | +$48.9K | 0.01% | 289 |
|
|
2021
Q2 | $60K | Hold |
1,000
| – | – | 0.01% | 257 |
|
|
2021
Q1 | $50K | Sell |
1,000
-2
| -0.2% | -$100 | 0.01% | 249 |
|
|
2020
Q4 | $50K | Hold |
1,002
| – | – | 0.01% | 245 |
|
|
2020
Q3 | $55K | Buy |
1,002
+1,000
| +50,000% | +$54.9K | 0.01% | 221 |
|
|
2020
Q2 | $0 | Buy |
+2
| New | – | ﹤0.01% | 528 |
|
|
2018
Q4 | – | Sell |
-83
| Closed | -$3K | – | 460 |
|
|
2018
Q3 | $3K | Buy |
+83
| New | +$3K | ﹤0.01% | 480 |
|
|
2017
Q4 | – | Sell |
-202
| Closed | -$7K | – | 532 |
|
|
2017
Q3 | $7K | Hold |
202
| – | – | ﹤0.01% | 378 |
|
|
2017
Q2 | $7K | Buy |
+202
| New | +$7K | ﹤0.01% | 357 |
|
|
2014
Q3 | – | Sell |
-980
| Closed | -$36K | – | 485 |
|
|
2014
Q2 | $36K | Buy |
+980
| New | +$36K | 0.01% | 217 |
|