Prestige Wealth Management Group’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.3K | Hold |
176
| – | – | ﹤0.01% | 405 |
|
|
2025
Q1 | $12.9K | Hold |
176
| – | – | ﹤0.01% | 402 |
|
|
2024
Q4 | $11.5K | Sell |
176
-21
| -11% | -$1.38K | ﹤0.01% | 436 |
|
|
2024
Q3 | $15.3K | Sell |
197
-12
| -6% | -$935 | ﹤0.01% | 381 |
|
|
2024
Q2 | $16.3K | Sell |
209
-7
| -3% | -$546 | ﹤0.01% | 337 |
|
|
2024
Q1 | $14.6K | Buy |
216
+24
| +13% | +$1.63K | ﹤0.01% | 387 |
|
|
2023
Q4 | $12.9K | Hold |
192
| – | – | ﹤0.01% | 399 |
|
|
2023
Q3 | $13K | Hold |
192
| – | – | ﹤0.01% | 393 |
|
|
2023
Q2 | $13.7K | Hold |
192
| – | – | ﹤0.01% | 408 |
|
|
2023
Q1 | $13.3K | Buy |
192
+28
| +17% | +$1.94K | ﹤0.01% | 389 |
|
|
2022
Q4 | $11.1K | Sell |
164
-52
| -24% | -$3.53K | ﹤0.01% | 440 |
|
|
2022
Q3 | $12K | Sell |
216
-54
| -20% | -$3K | ﹤0.01% | 385 |
|
|
2022
Q2 | $18K | Hold |
270
| – | – | ﹤0.01% | 343 |
|
|
2022
Q1 | $18K | Sell |
270
-4
| -1% | -$267 | ﹤0.01% | 363 |
|
|
2021
Q4 | $16K | Sell |
274
-1
| -0.4% | -$58 | ﹤0.01% | 405 |
|
|
2021
Q3 | $17K | Buy |
275
+25
| +10% | +$1.55K | ﹤0.01% | 393 |
|
|
2021
Q2 | $15K | Hold |
250
| – | – | ﹤0.01% | 395 |
|
|
2021
Q1 | $12K | Sell |
250
-59
| -19% | -$2.83K | ﹤0.01% | 438 |
|
|
2020
Q4 | $15K | Sell |
309
-126
| -29% | -$6.12K | ﹤0.01% | 391 |
|
|
2020
Q3 | $24K | Hold |
435
| – | – | 0.01% | 324 |
|
|
2020
Q2 | $23K | Sell |
435
-28
| -6% | -$1.48K | 0.01% | 306 |
|
|
2020
Q1 | $20K | Buy |
463
+453
| +4,530% | +$19.6K | 0.01% | 276 |
|
|
2019
Q4 | $0 | Hold |
10
| – | – | ﹤0.01% | 575 |
|
|
2019
Q3 | $0 | Buy |
+10
| New | – | ﹤0.01% | 592 |
|
|
2019
Q1 | – | Sell |
-390
| Closed | -$15K | – | 553 |
|
|
2018
Q4 | $15K | Buy |
+390
| New | +$15K | 0.01% | 361 |
|