Mount Yale Investment Advisors’s AstraZeneca AZN Stock Holding History

Mount Yale Investment Advisors’s Portfolio AZN Stock Details AZN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.13M	Sell	44,785 -10,290	-19%	-$719K	0.24%	83
2025 Q1	$4.05M	Buy	55,075 +10,422	+23%	+$766K	0.35%	52
2024 Q4	$2.93M	Sell	44,653 -3,162	-7%	-$207K	0.24%	86
2024 Q3	$3.73M	Sell	47,815 -3,197	-6%	-$249K	0.36%	65
2024 Q2	$3.98M	Buy	51,012 +3,058	+6%	+$238K	0.32%	67
2024 Q1	$3.25M	Buy	47,954 +10,672	+29%	+$723K	0.25%	86
2023 Q4	$2.51M	Sell	37,282 -19,229	-34%	-$1.3M	0.24%	101
2023 Q3	$3.83M	Sell	56,511 -5,286	-9%	-$358K	0.42%	54
2023 Q2	$4.42M	Sell	61,797 -5,182	-8%	-$371K	0.47%	44
2023 Q1	$4.65M	Buy	66,979 +777	+1%	+$53.9K	0.52%	39
2022 Q4	$4.49M	Buy	66,202 +4,351	+7%	+$295K	0.51%	51
2022 Q3	$3.39M	Buy	61,851 +49,292	+392%	+$2.7M	0.45%	50
2022 Q2	$830K	Sell	12,559 -14,911	-54%	-$985K	0.1%	193
2022 Q1	$1.82M	Buy	27,470 +440	+2%	+$29.2K	0.2%	117
2021 Q4	$1.57M	Buy	27,030 +93	+0.3%	+$5.42K	0.16%	136
2021 Q3	$1.62M	Sell	26,937 -169	-0.6%	-$10.2K	0.19%	126
2021 Q2	$1.62M	Buy	27,106 +10,762	+66%	+$645K	0.2%	114
2021 Q1	$813K	Sell	16,344 -6,316	-28%	-$314K	0.11%	202
2020 Q4	$1.13M	Sell	22,660 -798	-3%	-$39.9K	0.16%	148
2020 Q3	$1.29M	Sell	23,458 -3,433	-13%	-$188K	0.18%	116
2020 Q2	$1.42M	Sell	26,891 -6,723	-20%	-$356K	0.25%	96
2020 Q1	$1.5M	Sell	33,614 -401	-1%	-$17.9K	0.34%	73
2019 Q4	$1.66M	Sell	34,015 -4,552	-12%	-$222K	0.29%	87
2019 Q3	$1.82M	Sell	38,567 -844	-2%	-$39.7K	0.32%	77
2019 Q2	$1.73M	Sell	39,411 -1,791	-4%	-$78.7K	0.32%	78
2019 Q1	$1.67M	Sell	41,202 -2,667	-6%	-$108K	0.31%	75
2018 Q4	$1.61M	Sell	43,869 -766	-2%	-$28.1K	0.33%	77
2018 Q3	$1.75M	Sell	44,635 -10,609	-19%	-$416K	0.31%	75
2018 Q2	$1.94M	Sell	55,244 -519	-0.9%	-$18.2K	0.37%	67
2018 Q1	$1.95M	Buy	+55,763	New	+$1.95M	0.42%	62