Legacy Financial Advisors’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-11,736
| Closed | -$863K | – | 344 |
|
|
2025
Q1 | $863K | Buy |
11,736
+4,663
| +66% | +$343K | 0.14% | 117 |
|
|
2024
Q4 | $463K | Sell |
7,073
-2,740
| -28% | -$180K | 0.08% | 202 |
|
|
2024
Q3 | $765K | Buy |
9,813
+490
| +5% | +$38.2K | 0.13% | 131 |
|
|
2024
Q2 | $727K | Buy |
9,323
+601
| +7% | +$46.9K | 0.13% | 125 |
|
|
2024
Q1 | $591K | Buy |
8,722
+444
| +5% | +$30.1K | 0.11% | 160 |
|
|
2023
Q4 | $558K | Sell |
8,278
-177
| -2% | -$11.9K | 0.11% | 148 |
|
|
2023
Q3 | $573K | Buy |
8,455
+614
| +8% | +$41.6K | 0.11% | 118 |
|
|
2023
Q2 | $561K | Buy |
7,841
+274
| +4% | +$19.6K | 0.1% | 123 |
|
|
2023
Q1 | $525K | Buy |
7,567
+949
| +14% | +$65.9K | 0.11% | 122 |
|
|
2022
Q4 | $449K | Buy |
6,618
+992
| +18% | +$67.3K | 0.1% | 125 |
|
|
2022
Q3 | $309K | Buy |
5,626
+26
| +0.5% | +$1.43K | 0.07% | 157 |
|
|
2022
Q2 | $370K | Buy |
5,600
+531
| +10% | +$35.1K | 0.09% | 123 |
|
|
2022
Q1 | $336K | Buy |
5,069
+894
| +21% | +$59.3K | 0.08% | 152 |
|
|
2021
Q4 | $243K | Sell |
4,175
-861
| -17% | -$50.1K | 0.06% | 177 |
|
|
2021
Q3 | $302K | Buy |
5,036
+1,240
| +33% | +$74.4K | 0.07% | 121 |
|
|
2021
Q2 | $227K | Buy |
+3,796
| New | +$227K | 0.06% | 153 |
|
|
2019
Q2 | – | Sell |
-2,031
| Closed | -$82K | – | 190 |
|
|
2019
Q1 | $82K | Hold |
2,031
| – | – | 0.03% | 193 |
|
|
2018
Q4 | $77K | Buy |
2,031
+566
| +39% | +$21.5K | 0.03% | 174 |
|
|
2018
Q3 | $57K | Hold |
1,465
| – | – | 0.02% | 236 |
|
|
2018
Q2 | $54K | Buy |
1,465
+319
| +28% | +$11.8K | 0.02% | 241 |
|
|
2018
Q1 | $42K | Hold |
1,146
| – | – | 0.02% | 263 |
|
|
2017
Q4 | $39K | Buy |
+1,146
| New | +$39K | 0.02% | 278 |
|