Moser Wealth Advisors’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $850K | Buy |
12,165
+920
| +8% | +$64.3K | 0.41% | 47 |
|
|
2025
Q1 | $827K | Sell |
11,245
-500
| -4% | -$36.8K | 0.43% | 45 |
|
|
2024
Q4 | $770K | Sell |
11,745
-300
| -2% | -$19.7K | 0.4% | 45 |
|
|
2024
Q3 | $938K | Hold |
12,045
| – | – | 0.49% | 39 |
|
|
2024
Q2 | $939K | Sell |
12,045
-300
| -2% | -$23.4K | 0.51% | 38 |
|
|
2024
Q1 | $836K | Hold |
12,345
| – | – | 0.47% | 42 |
|
|
2023
Q4 | $831K | Buy |
12,345
+144
| +1% | +$9.7K | 0.53% | 40 |
|
|
2023
Q3 | $826K | Sell |
12,201
-200
| -2% | -$13.5K | 0.58% | 39 |
|
|
2023
Q2 | $888K | Buy |
+12,401
| New | +$888K | 0.6% | 38 |
|
|
2022
Q4 | $861K | Hold |
12,701
| – | – | 0.65% | 42 |
|
|
2022
Q3 | $697K | Hold |
12,701
| – | – | 0.54% | 46 |
|
|
2022
Q2 | $839K | Sell |
12,701
-99
| -0.8% | -$6.54K | 0.62% | 41 |
|
|
2022
Q1 | $849K | Hold |
12,800
| – | – | 0.53% | 42 |
|
|
2021
Q4 | $746K | Hold |
12,800
| – | – | 0.45% | 47 |
|
|
2021
Q3 | $769K | Buy |
12,800
+20
| +0.2% | +$1.2K | 0.49% | 47 |
|
|
2021
Q2 | $766K | Sell |
12,780
-1,000
| -7% | -$59.9K | 0.49% | 47 |
|
|
2021
Q1 | $685K | Buy |
13,780
+200
| +1% | +$9.94K | 0.48% | 47 |
|
|
2020
Q4 | $679K | Buy |
13,580
+300
| +2% | +$15K | 0.5% | 42 |
|
|
2020
Q3 | $728K | Buy |
13,280
+5,200
| +64% | +$285K | 0.58% | 38 |
|
|
2020
Q2 | $427K | Hold |
8,080
| – | – | 0.41% | 42 |
|
|
2020
Q1 | $361K | Buy |
8,080
+100
| +1% | +$4.47K | 0.42% | 41 |
|
|
2019
Q4 | $398K | Buy |
+7,980
| New | +$398K | 0.38% | 45 |
|