Perigon Wealth Management’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.43M | Buy |
20,476
+1,000
| +5% | +$69.9K | 0.03% | 400 |
|
|
2025
Q1 | $1.43M | Sell |
19,476
-121
| -0.6% | -$8.89K | 0.04% | 372 |
|
|
2024
Q4 | $1.31M | Buy |
19,597
+567
| +3% | +$37.9K | 0.03% | 379 |
|
|
2024
Q3 | $1.48M | Sell |
19,030
-39
| -0.2% | -$3.04K | 0.04% | 333 |
|
|
2024
Q2 | $1.49M | Buy |
19,069
+274
| +1% | +$21.4K | 0.04% | 293 |
|
|
2024
Q1 | $1.27M | Buy |
18,795
+970
| +5% | +$65.7K | 0.04% | 314 |
|
|
2023
Q4 | $1.2M | Sell |
17,825
-162
| -0.9% | -$10.9K | 0.04% | 303 |
|
|
2023
Q3 | $1.22M | Sell |
17,987
-718
| -4% | -$48.6K | 0.05% | 276 |
|
|
2023
Q2 | $1.34M | Buy |
18,705
+12,210
| +188% | +$874K | 0.05% | 260 |
|
|
2023
Q1 | $451K | Buy |
6,495
+311
| +5% | +$21.6K | 0.03% | 417 |
|
|
2022
Q4 | $419K | Buy |
6,184
+676
| +12% | +$45.8K | 0.03% | 427 |
|
|
2022
Q3 | $302K | Sell |
5,508
-103
| -2% | -$5.65K | 0.03% | 421 |
|
|
2022
Q2 | $371K | Buy |
5,611
+1,207
| +27% | +$79.8K | 0.03% | 383 |
|
|
2022
Q1 | $292K | Buy |
4,404
+350
| +9% | +$23.2K | 0.02% | 464 |
|
|
2021
Q4 | $236K | Sell |
4,054
-204
| -5% | -$11.9K | 0.02% | 513 |
|
|
2021
Q3 | $256K | Buy |
+4,258
| New | +$256K | 0.02% | 444 |
|
|
2021
Q1 | – | Sell |
-928
| Closed | -$46K | – | 524 |
|
|
2020
Q4 | $46K | Buy |
+928
| New | +$46K | 0.01% | 755 |
|
|
2017
Q1 | – | Sell |
-1,078
| Closed | -$33K | – | 616 |
|
|
2016
Q4 | $33K | Sell |
1,078
-634
| -37% | -$19.4K | 0.01% | 400 |
|
|
2016
Q3 | $56K | Buy |
+1,712
| New | +$56K | 0.01% | 294 |
|