KCM Investment 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 | $317K | Sell |
4,531
-104
| -2% | -$7.27K | 0.01% | 316 |
|
|
2025
Q1 | $341K | Sell |
4,635
-475
| -9% | -$34.9K | 0.01% | 295 |
|
|
2024
Q4 | $335K | Sell |
5,110
-562
| -10% | -$36.8K | 0.01% | 298 |
|
|
2024
Q3 | $442K | Sell |
5,672
-171
| -3% | -$13.3K | 0.02% | 276 |
|
|
2024
Q2 | $456K | Sell |
5,843
-1,175
| -17% | -$91.6K | 0.02% | 264 |
|
|
2024
Q1 | $475K | Sell |
7,018
-100
| -1% | -$6.78K | 0.02% | 261 |
|
|
2023
Q4 | $479K | Sell |
7,118
-600
| -8% | -$40.4K | 0.02% | 257 |
|
|
2023
Q3 | $523K | Sell |
7,718
-494
| -6% | -$33.5K | 0.02% | 244 |
|
|
2023
Q2 | $588K | Buy |
8,212
+25
| +0.3% | +$1.79K | 0.02% | 243 |
|
|
2023
Q1 | $568K | Sell |
8,187
-600
| -7% | -$41.6K | 0.02% | 255 |
|
|
2022
Q4 | $596K | Sell |
8,787
-257
| -3% | -$17.4K | 0.03% | 248 |
|
|
2022
Q3 | $496K | Sell |
9,044
-440
| -5% | -$24.1K | 0.02% | 249 |
|
|
2022
Q2 | $627K | Sell |
9,484
-275
| -3% | -$18.2K | 0.03% | 236 |
|
|
2022
Q1 | $647K | Sell |
9,759
-2,076
| -18% | -$138K | 0.02% | 250 |
|
|
2021
Q4 | $689K | Sell |
11,835
-8,830
| -43% | -$514K | 0.02% | 256 |
|
|
2021
Q3 | $1.24M | Sell |
20,665
-12,316
| -37% | -$740K | 0.05% | 192 |
|
|
2021
Q2 | $1.98M | Sell |
32,981
-18,125
| -35% | -$1.09M | 0.08% | 160 |
|
|
2021
Q1 | $2.54M | Sell |
51,106
-11,550
| -18% | -$574K | 0.11% | 133 |
|
|
2020
Q4 | $3.13M | Buy |
62,656
+298
| +0.5% | +$14.9K | 0.15% | 112 |
|
|
2020
Q3 | $3.42M | Buy |
62,358
+35,287
| +130% | +$1.93M | 0.19% | 95 |
|
|
2020
Q2 | $1.43M | Buy |
27,071
+13,280
| +96% | +$702K | 0.08% | 149 |
|
|
2020
Q1 | $616K | Buy |
13,791
+1,875
| +16% | +$83.8K | 0.04% | 194 |
|
|
2019
Q4 | $594K | Buy |
+11,916
| New | +$594K | 0.03% | 225 |
|