Mark Sheptoff Financial Planning’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.1K | Buy |
145
+45
| +45% | +$3.15K | 0.01% | 339 |
|
|
2025
Q1 | $5.56K | Hold |
100
| – | – | ﹤0.01% | 367 |
|
|
2024
Q4 | $5.56K | Hold |
100
| – | – | ﹤0.01% | 360 |
|
|
2024
Q3 | $5.56K | Hold |
100
| – | – | ﹤0.01% | 355 |
|
|
2024
Q2 | $5.56K | Hold |
100
| – | – | ﹤0.01% | 356 |
|
|
2024
Q1 | $5.56K | Hold |
100
| – | – | ﹤0.01% | 327 |
|
|
2023
Q4 | $5.56K | Hold |
100
| – | – | ﹤0.01% | 318 |
|
|
2023
Q3 | $5.56K | Hold |
100
| – | – | ﹤0.01% | 300 |
|
|
2023
Q2 | $5.56K | Hold |
100
| – | – | ﹤0.01% | 310 |
|
|
2023
Q1 | $5.56K | Hold |
100
| – | – | ﹤0.01% | 304 |
|
|
2022
Q4 | $5.56K | Hold |
100
| – | – | ﹤0.01% | 305 |
|
|
2022
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 277 |
|
|
2022
Q2 | $6K | Hold |
100
| – | – | ﹤0.01% | 287 |
|
|
2022
Q1 | $6K | Hold |
100
| – | – | ﹤0.01% | 330 |
|
|
2021
Q4 | $6K | Hold |
100
| – | – | ﹤0.01% | 353 |
|
|
2021
Q3 | $6K | Sell |
100
-500
| -83% | -$30K | ﹤0.01% | 335 |
|
|
2021
Q2 | $36K | Hold |
600
| – | – | 0.02% | 217 |
|
|
2021
Q1 | $30K | Sell |
600
-2,800
| -82% | -$140K | 0.02% | 201 |
|
|
2020
Q4 | $170K | Buy |
3,400
+500
| +17% | +$25K | 0.1% | 105 |
|
|
2020
Q3 | $159K | Buy |
+2,900
| New | +$159K | 0.1% | 103 |
|
|
2015
Q3 | – | Sell |
-2,000
| Closed | -$64K | – | 399 |
|
|
2015
Q2 | $64K | Sell |
2,000
-2,200
| -52% | -$70.4K | 0.05% | 157 |
|
|
2015
Q1 | $144K | Sell |
4,200
-500
| -11% | -$17.1K | 0.12% | 117 |
|
|
2014
Q4 | $165K | Hold |
4,700
| – | – | 0.15% | 101 |
|
|
2014
Q3 | $168K | Buy |
4,700
+3,100
| +194% | +$111K | 0.15% | 112 |
|
|
2014
Q2 | $59K | Hold |
1,600
| – | – | 0.05% | 168 |
|
|
2014
Q1 | $52K | Buy |
+1,600
| New | +$52K | 0.05% | 177 |
|