Meridian Wealth 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 | $982K | Buy |
14,048
+188
| +1% | +$13.1K | 0.04% | 311 |
|
|
2025
Q1 | $1.02M | Buy |
13,860
+349
| +3% | +$25.7K | 0.05% | 290 |
|
|
2024
Q4 | $885K | Buy |
13,511
+617
| +5% | +$40.4K | 0.04% | 310 |
|
|
2024
Q3 | $1M | Buy |
+12,894
| New | +$1M | 0.05% | 282 |
|
|
2024
Q2 | – | Sell |
-11,148
| Closed | -$755K | – | 310 |
|
|
2024
Q1 | $755K | Buy |
11,148
+2,042
| +22% | +$138K | 0.13% | 107 |
|
|
2023
Q4 | $613K | Sell |
9,106
-8,136
| -47% | -$548K | 0.04% | 340 |
|
|
2023
Q3 | $1.17M | Buy |
17,242
+8,884
| +106% | +$602K | 0.07% | 216 |
|
|
2023
Q2 | $598K | Sell |
8,358
-2,370
| -22% | -$170K | 0.05% | 293 |
|
|
2023
Q1 | $745K | Sell |
10,728
-5,276
| -33% | -$366K | 0.06% | 252 |
|
|
2022
Q4 | $1.09M | Sell |
16,004
-640
| -4% | -$43.4K | 0.11% | 184 |
|
|
2022
Q3 | $913K | Buy |
16,644
+8,594
| +107% | +$471K | 0.1% | 199 |
|
|
2022
Q2 | $532K | Buy |
8,050
+35
| +0.4% | +$2.31K | 0.04% | 335 |
|
|
2022
Q1 | $532K | Sell |
8,015
-94
| -1% | -$6.24K | 0.06% | 231 |
|
|
2021
Q4 | $472K | Sell |
8,109
-7
| -0.1% | -$407 | 0.05% | 253 |
|
|
2021
Q3 | $487K | Hold |
8,116
| – | – | 0.06% | 226 |
|
|
2021
Q2 | $486K | Hold |
8,116
| – | – | 0.06% | 234 |
|
|
2021
Q1 | $404K | Hold |
8,116
| – | – | 0.06% | 242 |
|
|
2020
Q4 | $405K | Sell |
8,116
-175
| -2% | -$8.73K | 0.06% | 220 |
|
|
2020
Q3 | $454K | Sell |
8,291
-140
| -2% | -$7.67K | 0.11% | 148 |
|
|
2020
Q2 | $445K | Buy |
8,431
+146
| +2% | +$7.71K | 0.15% | 129 |
|
|
2020
Q1 | $370K | Sell |
8,285
-225
| -3% | -$10K | 0.16% | 135 |
|
|
2019
Q4 | $424K | Sell |
8,510
-100
| -1% | -$4.98K | 0.2% | 103 |
|
|
2019
Q3 | $384K | Buy |
+8,610
| New | +$384K | 0.18% | 115 |
|