Northeast Financial Consultants’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $355K | Hold |
5,075
| – | – | 0.01% | 235 |
|
|
2025
Q1 | $373K | Buy |
5,075
+21
| +0.4% | +$1.54K | 0.02% | 221 |
|
|
2024
Q4 | $331K | Hold |
5,054
| – | – | 0.01% | 236 |
|
|
2024
Q3 | $394K | Buy |
5,054
+9
| +0.2% | +$701 | 0.02% | 220 |
|
|
2024
Q2 | $393K | Hold |
5,045
| – | – | 0.02% | 208 |
|
|
2024
Q1 | $342K | Buy |
5,045
+22
| +0.4% | +$1.49K | 0.02% | 227 |
|
|
2023
Q4 | $338K | Hold |
5,023
| – | – | 0.02% | 222 |
|
|
2023
Q3 | $340K | Sell |
5,023
-4,229
| -46% | -$286K | 0.02% | 212 |
|
|
2023
Q2 | $662K | Buy |
9,252
+3,307
| +56% | +$237K | 0.04% | 159 |
|
|
2023
Q1 | $413K | Sell |
5,945
-3,228
| -35% | -$224K | 0.03% | 215 |
|
|
2022
Q4 | $622K | Hold |
9,173
| – | – | 0.04% | 163 |
|
|
2022
Q3 | $503K | Buy |
+9,173
| New | +$503K | 0.04% | 186 |
|
|
2021
Q1 | – | Sell |
-8,790
| Closed | -$439K | – | 329 |
|
|
2020
Q4 | $439K | Sell |
8,790
-2,070
| -19% | -$103K | 0.04% | 209 |
|
|
2020
Q3 | $595K | Buy |
+10,860
| New | +$595K | 0.05% | 157 |
|