Kelly Financial Services’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-37
| Closed | -$2.85K | – | 164 |
|
|
2024
Q2 | $2.85K | Hold |
37
| – | – | ﹤0.01% | 553 |
|
|
2024
Q1 | $2.48K | Buy |
37
+1
| +3% | +$67 | ﹤0.01% | 565 |
|
|
2023
Q4 | $2.44K | Hold |
36
| – | – | ﹤0.01% | 557 |
|
|
2023
Q3 | $2.46K | Hold |
36
| – | – | ﹤0.01% | 534 |
|
|
2023
Q2 | $2.59K | Hold |
36
| – | – | ﹤0.01% | 529 |
|
|
2023
Q1 | $2.51K | Sell |
36
-31
| -46% | -$2.16K | ﹤0.01% | 503 |
|
|
2022
Q4 | $4.54K | Hold |
67
| – | – | ﹤0.01% | 413 |
|
|
2022
Q3 | $3.67K | Sell |
67
-20
| -23% | -$1.1K | ﹤0.01% | 437 |
|
|
2022
Q2 | $5.73K | Hold |
87
| – | – | ﹤0.01% | 385 |
|
|
2022
Q1 | $5.76K | Buy |
87
+1
| +1% | +$66 | ﹤0.01% | 411 |
|
|
2021
Q4 | $5.04K | Buy |
86
+51
| +146% | +$2.99K | ﹤0.01% | 440 |
|
|
2021
Q3 | $2.13K | Sell |
35
-2,082
| -98% | -$127K | ﹤0.01% | 506 |
|
|
2021
Q2 | $35K | Buy |
2,117
+2,082
| +5,949% | +$34.4K | ﹤0.01% | 497 |
|
|
2021
Q1 | $1.76K | Sell |
35
-60
| -63% | -$3.01K | ﹤0.01% | 516 |
|
|
2020
Q4 | $4.75K | Sell |
95
-88
| -48% | -$4.4K | ﹤0.01% | 366 |
|
|
2020
Q3 | $10K | Buy |
183
+35
| +24% | +$1.92K | 0.01% | 256 |
|
|
2020
Q2 | $7.83K | Buy |
148
+60
| +68% | +$3.17K | 0.01% | 278 |
|
|
2020
Q1 | $3.93K | Hold |
88
| – | – | ﹤0.01% | 324 |
|
|
2019
Q4 | $4.39K | Hold |
88
| – | – | ﹤0.01% | 318 |
|
|
2019
Q3 | $3.92K | Buy |
+88
| New | +$3.92K | ﹤0.01% | 320 |
|