Point View Wealth Management’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $910K | Sell |
18,204
-537
| -3% | -$26.8K | 0.37% | 88 |
|
|
2020
Q3 | $1.03M | Hold |
18,741
| – | – | 0.49% | 63 |
|
|
2020
Q2 | $991K | Sell |
18,741
-192
| -1% | -$10.2K | 0.48% | 71 |
|
|
2020
Q1 | $846K | Buy |
18,933
+53
| +0.3% | +$2.37K | 0.46% | 72 |
|
|
2019
Q4 | $941K | Sell |
18,880
-121
| -0.6% | -$6.03K | 0.39% | 91 |
|
|
2019
Q3 | $847K | Sell |
19,001
-1,040
| -5% | -$46.4K | 0.38% | 89 |
|
|
2019
Q2 | $827K | Buy |
20,041
+110
| +0.6% | +$4.54K | 0.35% | 93 |
|
|
2019
Q1 | $806K | Sell |
19,931
-115
| -0.6% | -$4.65K | 0.36% | 98 |
|
|
2018
Q4 | $761K | Sell |
20,046
-57
| -0.3% | -$2.16K | 0.38% | 92 |
|
|
2018
Q3 | $795K | Buy |
20,103
+760
| +4% | +$30.1K | 0.35% | 98 |
|
|
2018
Q2 | $679K | Hold |
19,343
| – | – | 0.32% | 113 |
|
|
2018
Q1 | $676K | Hold |
19,343
| – | – | 0.32% | 113 |
|
|
2017
Q4 | $671K | Sell |
19,343
-993
| -5% | -$34.4K | 0.32% | 112 |
|
|
2017
Q3 | $689K | Buy |
20,336
+2,598
| +15% | +$88K | 0.33% | 112 |
|
|
2017
Q2 | $605K | Buy |
17,738
+6
| +0% | +$205 | 0.3% | 122 |
|
|
2017
Q1 | $552K | Buy |
17,732
+144
| +0.8% | +$4.48K | 0.28% | 127 |
|
|
2016
Q4 | $481K | Buy |
17,588
+66
| +0.4% | +$1.81K | 0.28% | 126 |
|
|
2016
Q3 | $576K | Hold |
17,522
| – | – | 0.34% | 112 |
|
|
2016
Q2 | $529K | Sell |
17,522
-364
| -2% | -$11K | 0.32% | 110 |
|
|
2016
Q1 | $504K | Hold |
17,886
| – | – | 0.32% | 108 |
|
|
2015
Q4 | $607K | Hold |
17,886
| – | – | 0.44% | 85 |
|
|
2015
Q3 | $569K | Sell |
17,886
-172
| -1% | -$5.47K | 0.45% | 83 |
|
|
2015
Q2 | $575K | Hold |
18,058
| – | – | 0.45% | 85 |
|
|
2015
Q1 | $618K | Hold |
18,058
| – | – | 0.48% | 74 |
|
|
2014
Q4 | $635K | Sell |
18,058
-264
| -1% | -$9.28K | 0.47% | 68 |
|
|
2014
Q3 | $654K | Sell |
18,322
-602
| -3% | -$21.5K | 0.55% | 60 |
|
|
2014
Q2 | $703K | Sell |
18,924
-370
| -2% | -$13.7K | 0.61% | 52 |
|
|
2014
Q1 | $626K | Hold |
19,294
| – | – | 0.57% | 63 |
|
|
2013
Q4 | $573K | Buy |
+19,294
| New | +$573K | 0.54% | 64 |
|