Pinnacle Wealth Planning Services’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.29M | Sell |
18,421
-2,118
| -10% | -$148K | 0.17% | 78 |
|
|
2025
Q1 | $1.51M | Buy |
20,539
+1,047
| +5% | +$77K | 0.23% | 55 |
|
|
2024
Q4 | $1.28M | Sell |
19,492
-260
| -1% | -$17K | 0.19% | 62 |
|
|
2024
Q3 | $1.54M | Sell |
19,752
-100
| -0.5% | -$7.79K | 0.21% | 64 |
|
|
2024
Q2 | $1.55M | Buy |
19,852
+904
| +5% | +$70.5K | 0.22% | 61 |
|
|
2024
Q1 | $1.28M | Buy |
18,948
+95
| +0.5% | +$6.44K | 0.19% | 80 |
|
|
2023
Q4 | $1.27M | Sell |
18,853
-36
| -0.2% | -$2.43K | 0.2% | 78 |
|
|
2023
Q3 | $1.28M | Buy |
18,889
+1,168
| +7% | +$79.1K | 0.21% | 70 |
|
|
2023
Q2 | $1.27M | Sell |
17,721
-1,416
| -7% | -$101K | 0.2% | 71 |
|
|
2023
Q1 | $1.33M | Hold |
19,137
| – | – | 0.22% | 68 |
|
|
2022
Q4 | $1.3M | Buy |
19,137
+837
| +5% | +$56.7K | 0.23% | 66 |
|
|
2022
Q3 | $1M | Buy |
18,300
+1,928
| +12% | +$106K | 0.19% | 79 |
|
|
2022
Q2 | $1.08M | Buy |
16,372
+93
| +0.6% | +$6.15K | 0.19% | 78 |
|
|
2022
Q1 | $1.08M | Buy |
16,279
+351
| +2% | +$23.3K | 0.2% | 85 |
|
|
2021
Q4 | $928K | Buy |
15,928
+53
| +0.3% | +$3.09K | 0.18% | 82 |
|
|
2021
Q3 | $953K | Buy |
15,875
+4,661
| +42% | +$280K | 0.21% | 78 |
|
|
2021
Q2 | $671K | Buy |
11,214
+2,408
| +27% | +$144K | 0.16% | 99 |
|
|
2021
Q1 | $438K | Buy |
8,806
+2,436
| +38% | +$121K | 0.11% | 142 |
|
|
2020
Q4 | $318K | Buy |
6,370
+383
| +6% | +$19.1K | 0.08% | 183 |
|
|
2020
Q3 | $328K | Sell |
5,987
-2,232
| -27% | -$122K | 0.11% | 148 |
|
|
2020
Q2 | $435K | Sell |
8,219
-1,342
| -14% | -$71K | 0.14% | 119 |
|
|
2020
Q1 | $426K | Buy |
9,561
+1,271
| +15% | +$56.6K | 0.2% | 97 |
|
|
2019
Q4 | $413K | Sell |
8,290
-168
| -2% | -$8.37K | 0.19% | 110 |
|
|
2019
Q3 | $376K | Buy |
8,458
+750
| +10% | +$33.3K | 0.2% | 95 |
|
|
2019
Q2 | $319K | Buy |
7,708
+1,543
| +25% | +$63.9K | 0.19% | 103 |
|
|
2019
Q1 | $249K | Sell |
6,165
-946
| -13% | -$38.2K | 0.17% | 119 |
|
|
2018
Q4 | $270K | Sell |
7,111
-9,413
| -57% | -$357K | 0.17% | 104 |
|
|
2018
Q3 | $654K | Buy |
16,524
+322
| +2% | +$12.7K | 0.6% | 48 |
|
|
2018
Q2 | $568K | Sell |
16,202
-130
| -0.8% | -$4.56K | 0.55% | 57 |
|
|
2018
Q1 | $572K | Buy |
16,332
+13,410
| +459% | +$470K | 0.59% | 52 |
|
|
2017
Q4 | $101K | Buy |
+2,922
| New | +$101K | 0.21% | 88 |
|