Key Financial Inc’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $543K | Hold |
7,770
| – | – | 0.11% | 161 |
|
|
2025
Q1 | $571K | Buy |
7,770
+16
| +0.2% | +$1.18K | 0.12% | 147 |
|
|
2024
Q4 | $508K | Buy |
7,754
+37
| +0.5% | +$2.42K | 0.12% | 151 |
|
|
2024
Q3 | $601K | Buy |
7,717
+6
| +0.1% | +$467 | 0.13% | 141 |
|
|
2024
Q2 | $601K | Sell |
7,711
-635
| -8% | -$49.5K | 0.14% | 124 |
|
|
2024
Q1 | $565K | Sell |
8,346
-1,658
| -17% | -$112K | 0.14% | 125 |
|
|
2023
Q4 | $674K | Buy |
10,004
+200
| +2% | +$13.5K | 0.18% | 98 |
|
|
2023
Q3 | $664K | Buy |
9,804
+8
| +0.1% | +$542 | 0.22% | 87 |
|
|
2023
Q2 | $701K | Buy |
9,796
+239
| +3% | +$17.1K | 0.23% | 84 |
|
|
2023
Q1 | $663K | Buy |
9,557
+15
| +0.2% | +$1.04K | 0.24% | 81 |
|
|
2022
Q4 | $523K | Hold |
9,542
| – | – | 0.25% | 79 |
|
|
2022
Q3 | $523K | Sell |
9,542
-386
| -4% | -$21.2K | 0.25% | 79 |
|
|
2022
Q2 | $655K | Hold |
9,928
| – | – | 0.35% | 50 |
|
|
2022
Q1 | $659K | Buy |
9,928
+1,016
| +11% | +$67.4K | 0.33% | 56 |
|
|
2021
Q4 | $519K | Hold |
8,912
| – | – | 0.26% | 72 |
|
|
2021
Q3 | $535K | Buy |
8,912
+47
| +0.5% | +$2.82K | 0.3% | 64 |
|
|
2021
Q2 | $507K | Buy |
8,865
+7,077
| +396% | +$405K | 0.28% | 71 |
|
|
2021
Q1 | $89K | Buy |
1,788
+20
| +1% | +$996 | 0.06% | 204 |
|
|
2020
Q4 | $88K | Buy |
+1,768
| New | +$88K | 0.07% | 191 |
|
|
2020
Q2 | – | Sell |
-3,191
| Closed | -$142K | – | 134 |
|
|
2020
Q1 | $142K | Buy |
+3,191
| New | +$142K | 0.15% | 118 |
|