King Wealth Management Group’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-7,400
| Closed | -$406K | – | 146 |
|
|
2022
Q3 | $406K | Hold |
7,400
| – | – | 0.1% | 90 |
|
|
2022
Q2 | $489K | Sell |
7,400
-4,000
| -35% | -$264K | 0.12% | 83 |
|
|
2022
Q1 | $756K | Hold |
11,400
| – | – | 0.15% | 74 |
|
|
2021
Q4 | $664K | Sell |
11,400
-8,400
| -42% | -$489K | 0.12% | 86 |
|
|
2021
Q3 | $1.19M | Hold |
19,800
| – | – | 0.24% | 57 |
|
|
2021
Q2 | $1.19M | Hold |
19,800
| – | – | 0.24% | 60 |
|
|
2021
Q1 | $984K | Hold |
19,800
| – | – | 0.22% | 69 |
|
|
2020
Q4 | $990K | Sell |
19,800
-750
| -4% | -$37.5K | 0.23% | 64 |
|
|
2020
Q3 | $1.13M | Buy |
20,550
+6,400
| +45% | +$351K | 0.29% | 51 |
|
|
2020
Q2 | $748K | Hold |
14,150
| – | – | 0.22% | 65 |
|
|
2020
Q1 | $632K | Hold |
14,150
| – | – | 0.27% | 55 |
|
|
2019
Q4 | $706K | Sell |
14,150
-2,000
| -12% | -$99.8K | 0.19% | 56 |
|
|
2019
Q3 | $720K | Buy |
16,150
+750
| +5% | +$33.4K | 0.21% | 54 |
|
|
2019
Q2 | $636K | Sell |
15,400
-5,000
| -25% | -$206K | 0.19% | 61 |
|
|
2019
Q1 | $825K | Buy |
+20,400
| New | +$825K | 0.26% | 52 |
|