Mission 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 | $574K | Sell |
8,220
-20
| -0.2% | -$1.4K | 0.01% | 420 |
|
|
2025
Q1 | $606K | Sell |
8,240
-337
| -4% | -$24.8K | 0.01% | 387 |
|
|
2024
Q4 | $562K | Buy |
8,577
+274
| +3% | +$18K | 0.01% | 385 |
|
|
2024
Q3 | $647K | Buy |
8,303
+342
| +4% | +$26.6K | 0.02% | 365 |
|
|
2024
Q2 | $621K | Buy |
7,961
+1,337
| +20% | +$104K | 0.02% | 345 |
|
|
2024
Q1 | $449K | Sell |
6,624
-3,761
| -36% | -$255K | 0.01% | 438 |
|
|
2023
Q4 | $699K | Buy |
10,385
+2,276
| +28% | +$153K | 0.02% | 289 |
|
|
2023
Q3 | $549K | Buy |
8,109
+2,061
| +34% | +$140K | 0.02% | 308 |
|
|
2023
Q2 | $433K | Sell |
6,048
-82
| -1% | -$5.87K | 0.02% | 360 |
|
|
2023
Q1 | $425K | Buy |
6,130
+304
| +5% | +$21.1K | 0.02% | 355 |
|
|
2022
Q4 | $395K | Buy |
5,826
+226
| +4% | +$15.3K | 0.02% | 356 |
|
|
2022
Q3 | $307K | Buy |
5,600
+396
| +8% | +$21.7K | 0.02% | 375 |
|
|
2022
Q2 | $344K | Buy |
5,204
+29
| +0.6% | +$1.92K | 0.02% | 359 |
|
|
2022
Q1 | $343K | Sell |
5,175
-97
| -2% | -$6.43K | 0.02% | 368 |
|
|
2021
Q4 | $307K | Sell |
5,272
-77
| -1% | -$4.48K | 0.01% | 408 |
|
|
2021
Q3 | $321K | Buy |
5,349
+1,008
| +23% | +$60.5K | 0.02% | 376 |
|
|
2021
Q2 | $260K | Sell |
4,341
-439
| -9% | -$26.3K | 0.01% | 415 |
|
|
2021
Q1 | $238K | Buy |
4,780
+491
| +11% | +$24.4K | 0.01% | 403 |
|
|
2020
Q4 | $214K | Buy |
4,289
+541
| +14% | +$27K | 0.01% | 393 |
|
|
2020
Q3 | $205K | Buy |
+3,748
| New | +$205K | 0.02% | 341 |
|
|
2016
Q4 | – | Sell |
-6,994
| Closed | -$230K | – | 176 |
|
|
2016
Q3 | $230K | Sell |
6,994
-170
| -2% | -$5.59K | 0.06% | 146 |
|
|
2016
Q2 | $216K | Sell |
7,164
-265
| -4% | -$7.99K | 0.06% | 142 |
|
|
2016
Q1 | $209K | Buy |
7,429
+495
| +7% | +$13.9K | 0.06% | 142 |
|
|
2015
Q4 | $235K | Buy |
6,934
+586
| +9% | +$19.9K | 0.07% | 118 |
|
|
2015
Q3 | $202K | Buy |
+6,348
| New | +$202K | 0.06% | 128 |
|