McKinley Carter Wealth Services’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $343K | Sell |
4,911
-321
| -6% | -$22.4K | 0.02% | 253 |
|
|
2025
Q1 | $385K | Buy |
5,232
+328
| +7% | +$24.1K | 0.02% | 236 |
|
|
2024
Q4 | $321K | Sell |
4,904
-34
| -0.7% | -$2.23K | 0.02% | 241 |
|
|
2024
Q3 | $385K | Hold |
4,938
| – | – | 0.02% | 230 |
|
|
2024
Q2 | $385K | Sell |
4,938
-247
| -5% | -$19.3K | 0.02% | 229 |
|
|
2024
Q1 | $351K | Sell |
5,185
-14
| -0.3% | -$949 | 0.02% | 241 |
|
|
2023
Q4 | $350K | Sell |
5,199
-24
| -0.5% | -$1.62K | 0.03% | 239 |
|
|
2023
Q3 | $354K | Buy |
5,223
+38
| +0.7% | +$2.57K | 0.03% | 232 |
|
|
2023
Q2 | $371K | Hold |
5,185
| – | – | 0.03% | 234 |
|
|
2023
Q1 | $360K | Sell |
5,185
-725
| -12% | -$50.3K | 0.03% | 235 |
|
|
2022
Q4 | $401K | Hold |
5,910
| – | – | 0.03% | 224 |
|
|
2022
Q3 | $324K | Hold |
5,910
| – | – | 0.03% | 230 |
|
|
2022
Q2 | $390K | Hold |
5,910
| – | – | 0.03% | 219 |
|
|
2022
Q1 | $392K | Hold |
5,910
| – | – | 0.03% | 218 |
|
|
2021
Q4 | $344K | Hold |
5,910
| – | – | 0.03% | 229 |
|
|
2021
Q3 | $355K | Buy |
+5,910
| New | +$355K | 0.03% | 220 |
|
|
2018
Q2 | – | Sell |
-960
| Closed | -$34K | – | 176 |
|
|
2018
Q1 | $34K | Buy |
+960
| New | +$34K | 0.01% | 293 |
|