McClarren 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 |
-329
| Closed | -$24K | – | 101 |
|
|
2025
Q1 | $24K | Buy |
+329
| New | +$24K | 0.02% | 178 |
|
|
2024
Q4 | – | Sell |
-324
| Closed | -$25 | – | 210 |
|
|
2024
Q3 | $25 | Buy |
324
+247
| +321% | +$19 | ﹤0.01% | 158 |
|
|
2024
Q2 | $25K | Sell |
77
-246
| -76% | -$79.9K | 0.02% | 198 |
|
|
2024
Q1 | $22K | Buy |
323
+5
| +2% | +$341 | 0.02% | 210 |
|
|
2023
Q4 | $21K | Buy |
318
+1
| +0.3% | +$66 | 0.02% | 229 |
|
|
2023
Q3 | $21K | Buy |
+317
| New | +$21K | 0.02% | 211 |
|
|
2023
Q2 | – | Sell |
-317
| Closed | -$22K | – | 338 |
|
|
2023
Q1 | $22K | Buy |
317
+4
| +1% | +$278 | 0.02% | 200 |
|
|
2022
Q4 | $21K | Hold |
313
| – | – | 0.02% | 205 |
|
|
2022
Q3 | $17K | Buy |
+313
| New | +$17K | 0.02% | 203 |
|
|
2022
Q2 | – | Sell |
-311
| Closed | -$20K | – | 50 |
|
|
2022
Q1 | $20K | Buy |
311
+4
| +1% | +$257 | 0.01% | 175 |
|
|
2021
Q4 | $18K | Buy |
307
+1
| +0.3% | +$59 | 0.01% | 195 |
|
|
2021
Q3 | $18K | Buy |
306
+2
| +0.7% | +$118 | 0.01% | 170 |
|
|
2021
Q2 | $18K | Hold |
304
| – | – | 0.01% | 186 |
|
|
2021
Q1 | $15K | Buy |
304
+6
| +2% | +$296 | 0.01% | 171 |
|
|
2020
Q4 | $14K | Buy |
+298
| New | +$14K | 0.01% | 152 |
|