OneDigital Investment 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 | $1.71M | Sell |
24,414
-6,663
| -21% | -$466K | 0.02% | 474 |
|
|
2025
Q1 | $2.28M | Sell |
31,077
-1,053
| -3% | -$77.4K | 0.03% | 374 |
|
|
2024
Q4 | $2.11M | Buy |
32,130
+4,485
| +16% | +$294K | 0.02% | 406 |
|
|
2024
Q3 | $2.15M | Buy |
27,645
+1,333
| +5% | +$104K | 0.02% | 422 |
|
|
2024
Q2 | $2.05M | Buy |
26,312
+14,897
| +131% | +$1.16M | 0.03% | 419 |
|
|
2024
Q1 | $773K | Sell |
11,415
-3,481
| -23% | -$236K | 0.01% | 587 |
|
|
2023
Q4 | $1M | Buy |
14,896
+5,337
| +56% | +$359K | 0.02% | 478 |
|
|
2023
Q3 | $647K | Sell |
9,559
-114
| -1% | -$7.72K | 0.01% | 559 |
|
|
2023
Q2 | $692K | Buy |
9,673
+6,751
| +231% | +$483K | 0.02% | 519 |
|
|
2023
Q1 | $203K | Buy |
+2,922
| New | +$203K | ﹤0.01% | 914 |
|
|
2018
Q4 | – | Sell |
-200
| Closed | -$8K | – | 1112 |
|
|
2018
Q3 | $8K | Sell |
200
-73
| -27% | -$2.92K | ﹤0.01% | 866 |
|
|
2018
Q2 | $10K | Hold |
273
| – | – | ﹤0.01% | 1035 |
|
|
2018
Q1 | $10K | Hold |
273
| – | – | ﹤0.01% | 1025 |
|
|
2017
Q4 | $9K | Buy |
+273
| New | +$9K | ﹤0.01% | 984 |
|
|
2017
Q3 | – | Sell |
-273
| Closed | -$9K | – | 1044 |
|
|
2017
Q2 | $9K | Buy |
+273
| New | +$9K | ﹤0.01% | 956 |
|