Marotta Asset 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 | $746K | Sell |
10,672
-2,326
| -18% | -$163K | 0.15% | 57 |
|
|
2025
Q1 | $1.01M | Buy |
12,998
+412
| +3% | +$32.1K | 0.2% | 55 |
|
|
2024
Q4 | $829K | Sell |
12,586
-412
| -3% | -$27.1K | 0.17% | 57 |
|
|
2024
Q3 | $1.01M | Sell |
12,998
-187
| -1% | -$14.6K | 0.2% | 55 |
|
|
2024
Q2 | $1.03M | Buy |
13,185
+376
| +3% | +$29.3K | 0.21% | 55 |
|
|
2024
Q1 | $868K | Sell |
12,809
-98
| -0.8% | -$6.64K | 0.18% | 56 |
|
|
2023
Q4 | $869K | Sell |
12,907
-249
| -2% | -$16.8K | 0.19% | 54 |
|
|
2023
Q3 | $891K | Sell |
13,156
-238
| -2% | -$16.1K | 0.21% | 52 |
|
|
2023
Q2 | $959K | Buy |
+13,394
| New | +$959K | 0.21% | 49 |
|
|
2022
Q4 | $916K | Sell |
13,507
-147
| -1% | -$9.97K | 0.22% | 50 |
|
|
2022
Q3 | $749K | Sell |
13,654
-66
| -0.5% | -$3.62K | 0.2% | 51 |
|
|
2022
Q2 | $905K | Sell |
13,720
-421
| -3% | -$27.8K | 0.22% | 51 |
|
|
2022
Q1 | $938K | Buy |
14,141
+239
| +2% | +$15.9K | 0.22% | 50 |
|
|
2021
Q4 | $810K | Buy |
13,902
+415
| +3% | +$24.2K | 0.18% | 52 |
|
|
2021
Q3 | $810K | Buy |
13,487
+27
| +0.2% | +$1.62K | 0.2% | 46 |
|
|
2021
Q2 | $812K | Buy |
13,460
+1,914
| +17% | +$115K | 0.19% | 48 |
|
|
2021
Q1 | $572K | Buy |
+11,546
| New | +$572K | 0.15% | 52 |
|