Kingsview 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 | $873K | Buy |
12,491
+413
| +3% | +$28.9K | 0.01% | 624 |
|
|
2025
Q1 | $888K | Sell |
12,078
-201
| -2% | -$14.8K | 0.02% | 580 |
|
|
2024
Q4 | $805K | Sell |
12,279
-675
| -5% | -$44.2K | 0.02% | 604 |
|
|
2024
Q3 | $1.01M | Sell |
12,954
-1,258
| -9% | -$98K | 0.02% | 525 |
|
|
2024
Q2 | $1.11M | Buy |
14,212
+39
| +0.3% | +$3.04K | 0.03% | 483 |
|
|
2024
Q1 | $960K | Buy |
14,173
+7,163
| +102% | +$485K | 0.02% | 510 |
|
|
2023
Q4 | $472K | Buy |
7,010
+711
| +11% | +$47.9K | 0.01% | 644 |
|
|
2023
Q3 | $427K | Buy |
6,299
+1,152
| +22% | +$78K | 0.02% | 660 |
|
|
2023
Q2 | $368K | Sell |
5,147
-109
| -2% | -$7.8K | 0.01% | 678 |
|
|
2023
Q1 | $365K | Sell |
5,256
-77
| -1% | -$5.35K | 0.02% | 659 |
|
|
2022
Q4 | $362K | Sell |
5,333
-258
| -5% | -$17.5K | 0.02% | 604 |
|
|
2022
Q3 | $307K | Buy |
5,591
+477
| +9% | +$26.2K | 0.01% | 626 |
|
|
2022
Q2 | $338K | Sell |
5,114
-533
| -9% | -$35.2K | 0.02% | 627 |
|
|
2022
Q1 | $375K | Sell |
5,647
-1,357
| -19% | -$90K | 0.02% | 640 |
|
|
2021
Q4 | $408K | Sell |
7,004
-164
| -2% | -$9.55K | 0.02% | 626 |
|
|
2021
Q3 | $431K | Buy |
7,168
+176
| +3% | +$10.6K | 0.02% | 588 |
|
|
2021
Q2 | $422K | Buy |
6,992
+42
| +0.6% | +$2.54K | 0.02% | 603 |
|
|
2021
Q1 | $344K | Sell |
6,950
-732
| -10% | -$36.2K | 0.02% | 600 |
|
|
2020
Q4 | $384K | Buy |
7,682
+1,669
| +28% | +$83.4K | 0.03% | 504 |
|
|
2020
Q3 | $329K | Buy |
6,013
+1,295
| +27% | +$70.9K | 0.03% | 455 |
|
|
2020
Q2 | $250K | Buy |
+4,718
| New | +$250K | 0.03% | 478 |
|
|
2020
Q1 | – | Sell |
-4,230
| Closed | -$211K | – | 467 |
|
|
2019
Q4 | $211K | Buy |
+4,230
| New | +$211K | 0.03% | 436 |
|