Mitchell & Pahl Private Wealth’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1M | Buy |
14,366
+715
| +5% | +$50K | 0.44% | 80 |
|
|
2025
Q1 | $1M | Sell |
13,651
-221
| -2% | -$16.2K | 0.47% | 75 |
|
|
2024
Q4 | $909K | Buy |
13,872
+771
| +6% | +$50.5K | 0.42% | 84 |
|
|
2024
Q3 | $1.02M | Sell |
13,101
-51
| -0.4% | -$3.97K | 0.48% | 79 |
|
|
2024
Q2 | $1.03M | Sell |
13,152
-110
| -0.8% | -$8.58K | 0.54% | 73 |
|
|
2024
Q1 | $899K | Buy |
13,262
+717
| +6% | +$48.6K | 0.47% | 78 |
|
|
2023
Q4 | $845K | Sell |
12,545
-224
| -2% | -$15.1K | 0.48% | 79 |
|
|
2023
Q3 | $865K | Buy |
12,769
+1,227
| +11% | +$83.1K | 0.51% | 67 |
|
|
2023
Q2 | $826K | Buy |
11,542
+184
| +2% | +$13.2K | 0.5% | 69 |
|
|
2023
Q1 | $788K | Buy |
11,358
+191
| +2% | +$13.3K | 0.49% | 73 |
|
|
2022
Q4 | $757K | Buy |
11,167
+1,364
| +14% | +$92.5K | 0.5% | 77 |
|
|
2022
Q3 | $538K | Buy |
9,803
+461
| +5% | +$25.3K | 0.4% | 90 |
|
|
2022
Q2 | $617K | Buy |
9,342
+244
| +3% | +$16.1K | 0.43% | 87 |
|
|
2022
Q1 | $604K | Buy |
9,098
+1,182
| +15% | +$78.5K | 0.38% | 87 |
|
|
2021
Q4 | $461K | Buy |
7,916
+597
| +8% | +$34.8K | 0.3% | 104 |
|
|
2021
Q3 | $440K | Buy |
7,319
+200
| +3% | +$12K | 0.32% | 96 |
|
|
2021
Q2 | $426K | Buy |
7,119
+359
| +5% | +$21.5K | 0.3% | 103 |
|
|
2021
Q1 | $336K | Buy |
6,760
+516
| +8% | +$25.6K | 0.26% | 114 |
|
|
2020
Q4 | $312K | Buy |
+6,244
| New | +$312K | 0.26% | 111 |
|