JNBA Financial 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 | $24.5K | Hold |
351
| – | – | ﹤0.01% | 371 |
|
|
2025
Q1 | $25.8K | Hold |
351
| – | – | ﹤0.01% | 349 |
|
|
2024
Q4 | $23K | Hold |
351
| – | – | ﹤0.01% | 367 |
|
|
2024
Q3 | $27.3K | Sell |
351
-1,305
| -79% | -$102K | ﹤0.01% | 358 |
|
|
2024
Q2 | $129K | Sell |
1,656
-522
| -24% | -$40.7K | 0.01% | 203 |
|
|
2024
Q1 | $148K | Sell |
2,178
-4
| -0.2% | -$271 | 0.02% | 204 |
|
|
2023
Q4 | $147K | Hold |
2,182
| – | – | 0.02% | 203 |
|
|
2023
Q3 | $148K | Buy |
2,182
+10
| +0.5% | +$677 | 0.02% | 203 |
|
|
2023
Q2 | $155K | Buy |
2,172
+41
| +2% | +$2.93K | 0.02% | 203 |
|
|
2023
Q1 | $148K | Hold |
2,131
| – | – | 0.02% | 207 |
|
|
2022
Q4 | $144K | Sell |
2,131
-987
| -32% | -$66.9K | 0.02% | 201 |
|
|
2022
Q3 | $171K | Sell |
3,118
-136
| -4% | -$7.46K | 0.03% | 193 |
|
|
2022
Q2 | $215K | Buy |
3,254
+136
| +4% | +$8.99K | 0.03% | 174 |
|
|
2022
Q1 | $207K | Hold |
3,118
| – | – | 0.03% | 185 |
|
|
2021
Q4 | $182K | Hold |
3,118
| – | – | 0.02% | 196 |
|
|
2021
Q3 | $187K | Hold |
3,118
| – | – | 0.03% | 195 |
|
|
2021
Q2 | $187K | Hold |
3,118
| – | – | 0.03% | 193 |
|
|
2021
Q1 | $155K | Hold |
3,118
| – | – | 0.02% | 198 |
|
|
2020
Q4 | $156K | Hold |
3,118
| – | – | 0.03% | 184 |
|
|
2020
Q3 | $171K | Hold |
3,118
| – | – | 0.03% | 163 |
|
|
2020
Q2 | $165K | Hold |
3,118
| – | – | 0.04% | 159 |
|
|
2020
Q1 | $139K | Sell |
3,118
-322
| -9% | -$14.4K | 0.03% | 161 |
|
|
2019
Q4 | $172K | Buy |
3,440
+322
| +10% | +$16.1K | 0.03% | 154 |
|
|
2019
Q3 | $139K | Hold |
3,118
| – | – | 0.03% | 160 |
|
|
2019
Q2 | $129K | Buy |
3,118
+296
| +10% | +$12.2K | 0.03% | 168 |
|
|
2019
Q1 | $114K | Buy |
2,822
+2,442
| +643% | +$98.6K | 0.02% | 169 |
|
|
2018
Q4 | $14K | Sell |
380
-20
| -5% | -$737 | ﹤0.01% | 337 |
|
|
2018
Q3 | $16K | Buy |
400
+100
| +33% | +$4K | 0.01% | 332 |
|
|
2018
Q2 | $11K | Hold |
300
| – | – | ﹤0.01% | 384 |
|
|
2018
Q1 | $10K | Hold |
300
| – | – | ﹤0.01% | 373 |
|
|
2017
Q4 | $10K | Hold |
300
| – | – | ﹤0.01% | 368 |
|
|
2017
Q3 | $10K | Hold |
300
| – | – | ﹤0.01% | 359 |
|
|
2017
Q2 | $10K | Hold |
300
| – | – | ﹤0.01% | 351 |
|
|
2017
Q1 | $9K | Buy |
+300
| New | +$9K | ﹤0.01% | 363 |
|
|
2016
Q4 | – | Sell |
-4,902
| Closed | -$161K | – | 557 |
|
|
2016
Q3 | $161K | Buy |
+4,902
| New | +$161K | 0.02% | 265 |
|
|
2016
Q2 | – | Sell |
-126
| Closed | -$4K | – | 510 |
|
|
2016
Q1 | $4K | Buy |
+126
| New | +$4K | ﹤0.01% | 429 |
|
|
2013
Q3 | – | Sell |
-370
| Closed | -$9K | – | 428 |
|
|
2013
Q2 | $9K | Buy |
+370
| New | +$9K | 0.01% | 265 |
|