Mutual 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 | $957K | Buy |
13,167
+2,712
| +26% | +$197K | 0.02% | 531 |
|
|
2025
Q1 | $727K | Sell |
10,455
-453
| -4% | -$31.5K | 0.02% | 567 |
|
|
2024
Q4 | $730K | Sell |
10,908
-674
| -6% | -$45.1K | 0.02% | 581 |
|
|
2024
Q3 | $879K | Sell |
11,582
-942
| -8% | -$71.5K | 0.03% | 526 |
|
|
2024
Q2 | $981K | Buy |
12,524
+1,177
| +10% | +$92.2K | 0.03% | 491 |
|
|
2024
Q1 | $769K | Buy |
11,347
+1,641
| +17% | +$111K | 0.02% | 566 |
|
|
2023
Q4 | $654K | Sell |
9,706
-217
| -2% | -$14.6K | 0.02% | 581 |
|
|
2023
Q3 | $672K | Buy |
9,923
+1,430
| +17% | +$96.8K | 0.03% | 523 |
|
|
2023
Q2 | $608K | Buy |
8,493
+280
| +3% | +$20K | 0.02% | 576 |
|
|
2023
Q1 | $570K | Sell |
8,213
-1,067
| -11% | -$74.1K | 0.02% | 582 |
|
|
2022
Q4 | $629K | Sell |
9,280
-3,468
| -27% | -$235K | 0.03% | 530 |
|
|
2022
Q3 | $699K | Buy |
12,748
+3,495
| +38% | +$192K | 0.04% | 472 |
|
|
2022
Q2 | $611K | Sell |
9,253
-269
| -3% | -$17.8K | 0.04% | 475 |
|
|
2022
Q1 | $632K | Sell |
9,522
-567
| -6% | -$37.6K | 0.04% | 506 |
|
|
2021
Q4 | $588K | Buy |
10,089
+4
| +0% | +$233 | 0.03% | 530 |
|
|
2021
Q3 | $606K | Buy |
10,085
+1,841
| +22% | +$111K | 0.04% | 489 |
|
|
2021
Q2 | $494K | Buy |
8,244
+194
| +2% | +$11.6K | 0.03% | 523 |
|
|
2021
Q1 | $400K | Sell |
8,050
-1,273
| -14% | -$63.3K | 0.03% | 548 |
|
|
2020
Q4 | $466K | Buy |
9,323
+59
| +0.6% | +$2.95K | 0.03% | 476 |
|
|
2020
Q3 | $508K | Sell |
9,264
-66
| -0.7% | -$3.62K | 0.04% | 419 |
|
|
2020
Q2 | $493K | Buy |
9,330
+378
| +4% | +$20K | 0.05% | 390 |
|
|
2020
Q1 | $400K | Sell |
8,952
-319
| -3% | -$14.3K | 0.05% | 334 |
|
|
2019
Q4 | $462K | Buy |
+9,271
| New | +$462K | 0.05% | 357 |
|