Keudell/Morrison Wealth Management’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $324K | Sell |
4,637
-51
| -1% | -$3.56K | 0.07% | 159 |
|
|
2025
Q1 | $345K | Sell |
4,688
-19
| -0.4% | -$1.4K | 0.08% | 147 |
|
|
2024
Q4 | $308K | Buy |
4,707
+111
| +2% | +$7.27K | 0.08% | 155 |
|
|
2024
Q3 | $358K | Sell |
4,596
-78
| -2% | -$6.08K | 0.1% | 141 |
|
|
2024
Q2 | $365K | Buy |
4,674
+3
| +0.1% | +$234 | 0.11% | 140 |
|
|
2024
Q1 | $316K | Buy |
4,671
+3
| +0.1% | +$203 | 0.1% | 153 |
|
|
2023
Q4 | $314K | Buy |
4,668
+374
| +9% | +$25.2K | 0.1% | 148 |
|
|
2023
Q3 | $291K | Buy |
4,294
+13
| +0.3% | +$880 | 0.09% | 144 |
|
|
2023
Q2 | $306K | Hold |
4,281
| – | – | 0.09% | 148 |
|
|
2023
Q1 | $297K | Buy |
4,281
+91
| +2% | +$6.32K | 0.09% | 147 |
|
|
2022
Q4 | $284K | Sell |
4,190
-138
| -3% | -$9.36K | 0.09% | 142 |
|
|
2022
Q3 | $237K | Buy |
4,328
+66
| +2% | +$3.61K | 0.09% | 163 |
|
|
2022
Q2 | $282K | Sell |
4,262
-215
| -5% | -$14.2K | 0.1% | 143 |
|
|
2022
Q1 | $297K | Sell |
4,477
-847
| -16% | -$56.2K | 0.12% | 144 |
|
|
2021
Q4 | $310K | Buy |
5,324
+376
| +8% | +$21.9K | 0.12% | 135 |
|
|
2021
Q3 | $297K | Sell |
4,948
-3
| -0.1% | -$180 | 0.13% | 136 |
|
|
2021
Q2 | $297K | Sell |
4,951
-239
| -5% | -$14.3K | 0.16% | 137 |
|
|
2021
Q1 | $258K | Sell |
5,190
-440
| -8% | -$21.9K | 0.15% | 139 |
|
|
2020
Q4 | $281K | Sell |
5,630
-443
| -7% | -$22.1K | 0.18% | 125 |
|
|
2020
Q3 | $333K | Buy |
6,073
+124
| +2% | +$6.8K | 0.21% | 109 |
|
|
2020
Q2 | $315K | Buy |
5,949
+114
| +2% | +$6.04K | 0.26% | 110 |
|
|
2020
Q1 | $261K | Buy |
5,835
+903
| +18% | +$40.4K | 0.26% | 111 |
|
|
2019
Q4 | $246K | Sell |
4,932
-130
| -3% | -$6.48K | 0.17% | 126 |
|
|
2019
Q3 | $226K | Sell |
5,062
-860
| -15% | -$38.4K | 0.19% | 131 |
|
|
2019
Q2 | $260K | Buy |
5,922
+78
| +1% | +$3.43K | 0.23% | 117 |
|
|
2019
Q1 | $236K | Buy |
+5,844
| New | +$236K | 0.21% | 116 |
|