Marcum Wealth’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $412K | Sell |
5,610
-361
| -6% | -$26.5K | 0.04% | 221 |
|
|
2024
Q4 | $391K | Sell |
5,971
-1,486
| -20% | -$97.4K | 0.03% | 231 |
|
|
2024
Q3 | $581K | Sell |
7,457
-1,418
| -16% | -$110K | 0.05% | 172 |
|
|
2024
Q2 | $692K | Sell |
8,875
-488
| -5% | -$38.1K | 0.07% | 145 |
|
|
2024
Q1 | $634K | Buy |
9,363
+1,100
| +13% | +$74.5K | 0.06% | 153 |
|
|
2023
Q4 | $557K | Sell |
8,263
-551
| -6% | -$37.1K | 0.06% | 162 |
|
|
2023
Q3 | $597K | Buy |
8,814
+1,104
| +14% | +$74.8K | 0.07% | 145 |
|
|
2023
Q2 | $552K | Buy |
7,710
+117
| +2% | +$8.37K | 0.06% | 160 |
|
|
2023
Q1 | $527K | Buy |
7,593
+21
| +0.3% | +$1.46K | 0.07% | 167 |
|
|
2022
Q4 | $513K | Sell |
7,572
-532
| -7% | -$36.1K | 0.07% | 165 |
|
|
2022
Q3 | $444K | Buy |
8,104
+729
| +10% | +$39.9K | 0.07% | 174 |
|
|
2022
Q2 | $487K | Buy |
7,375
+43
| +0.6% | +$2.84K | 0.07% | 159 |
|
|
2022
Q1 | $486K | Buy |
7,332
+1,356
| +23% | +$89.9K | 0.07% | 163 |
|
|
2021
Q4 | $348K | Sell |
5,976
-1,207
| -17% | -$70.3K | 0.05% | 223 |
|
|
2021
Q3 | $431K | Buy |
7,183
+3,494
| +95% | +$210K | 0.07% | 176 |
|
|
2021
Q2 | $221K | Sell |
3,689
-3,760
| -50% | -$225K | 0.04% | 265 |
|
|
2021
Q1 | $370K | Buy |
7,449
+3,191
| +75% | +$159K | 0.06% | 183 |
|
|
2020
Q4 | $213K | Buy |
+4,258
| New | +$213K | 0.05% | 134 |
|