Monetary Management Group’s AstraZeneca AZN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$384K Hold
5,500
0.09% 160
2025
Q1
$404K Hold
5,500
0.11% 151
2024
Q4
$360K Sell
5,500
-2,000
-27% -$131K 0.09% 158
2024
Q3
$584K Buy
7,500
+2,000
+36% +$156K 0.15% 130
2024
Q2
$429K Hold
5,500
0.11% 149
2024
Q1
$373K Hold
5,500
0.1% 158
2023
Q4
$370K Hold
5,500
0.12% 148
2023
Q3
$372K Hold
5,500
0.12% 146
2023
Q2
$394K Hold
5,500
0.12% 147
2023
Q1
$382K Hold
5,500
0.11% 148
2022
Q4
$373K Hold
5,500
0.12% 147
2022
Q3
$302K Hold
5,500
0.1% 157
2022
Q2
$363K Hold
5,500
0.11% 141
2022
Q1
$365K Hold
5,500
0.1% 149
2021
Q4
$320K Hold
5,500
0.08% 161
2021
Q3
$330K Hold
5,500
0.09% 158
2021
Q2
$329K Hold
5,500
0.1% 150
2021
Q1
$273K Buy
5,500
+2,000
+57% +$99.3K 0.09% 153
2020
Q4
$175K Hold
3,500
0.06% 171
2020
Q3
$192K Hold
3,500
0.07% 160
2020
Q2
$185K Hold
3,500
0.07% 149
2020
Q1
$156K Sell
3,500
-500
-13% -$22.3K 0.07% 148
2019
Q4
$199K Hold
4,000
0.07% 158
2019
Q3
$178K Hold
4,000
0.07% 171
2019
Q2
$165K Hold
4,000
0.06% 168
2019
Q1
$162K Hold
4,000
0.06% 170
2018
Q4
$152K Hold
4,000
0.07% 160
2018
Q3
$158K Hold
4,000
0.06% 168
2018
Q2
$140K Sell
4,000
-1,500
-27% -$52.5K 0.06% 174
2018
Q1
$192K Hold
5,500
0.08% 145
2017
Q4
$191K Hold
5,500
0.08% 155
2017
Q3
$186K Hold
5,500
0.08% 154
2017
Q2
$187K Sell
5,500
-1,000
-15% -$34K 0.08% 158
2017
Q1
$202K Sell
6,500
-250
-4% -$7.77K 0.09% 150
2016
Q4
$184K Sell
6,750
-800
-11% -$21.8K 0.09% 146
2016
Q3
$248K Hold
7,550
0.11% 132
2016
Q2
$228K Sell
7,550
-1,200
-14% -$36.2K 0.11% 135
2016
Q1
$246K Sell
8,750
-1,500
-15% -$42.2K 0.12% 128
2015
Q4
$348K Hold
10,250
0.17% 109
2015
Q3
$326K Sell
10,250
-1,000
-9% -$31.8K 0.16% 116
2015
Q2
$358K Sell
11,250
-2,000
-15% -$63.6K 0.16% 117
2015
Q1
$453K Sell
13,250
-1,500
-10% -$51.3K 0.2% 99
2014
Q4
$519K Sell
14,750
-8,200
-36% -$289K 0.23% 97
2014
Q3
$820K Buy
22,950
+8,500
+59% +$304K 0.38% 80
2014
Q2
$537K Buy
14,450
+11,250
+352% +$418K 0.25% 96
2014
Q1
$104K Sell
3,200
-300
-9% -$9.75K 0.05% 182
2013
Q4
$104K Buy
+3,500
New +$104K 0.05% 193