Proficio Capital Partners’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.45M | Sell |
20,771
-2
| -0% | -$140 | 0.09% | 122 |
|
|
2025
Q1 | $1.53M | Buy |
20,773
+9,967
| +92% | +$733K | 0.12% | 94 |
|
|
2024
Q4 | $708K | Buy |
10,806
+598
| +6% | +$39.2K | 0.06% | 137 |
|
|
2024
Q3 | $795K | Sell |
10,208
-806
| -7% | -$62.8K | 0.08% | 111 |
|
|
2024
Q2 | $859K | Sell |
11,014
-100
| -0.9% | -$7.8K | 0.09% | 118 |
|
|
2024
Q1 | $753K | Hold |
11,114
| – | – | 0.08% | 134 |
|
|
2023
Q4 | $749K | Sell |
11,114
-92
| -0.8% | -$6.2K | 0.09% | 113 |
|
|
2023
Q3 | $759K | Sell |
11,206
-44
| -0.4% | -$2.98K | 0.1% | 106 |
|
|
2023
Q2 | $805K | Sell |
11,250
-104
| -0.9% | -$7.44K | 0.11% | 104 |
|
|
2023
Q1 | $788K | Buy |
+11,354
| New | +$788K | 0.13% | 102 |
|
|
2020
Q2 | – | Sell |
-9,188
| Closed | -$410K | – | 173 |
|
|
2020
Q1 | $410K | Buy |
+9,188
| New | +$410K | 0.1% | 93 |
|
|
2019
Q3 | – | Sell |
-1,743
| Closed | -$72K | – | 267 |
|
|
2019
Q2 | $72K | Buy |
1,743
+30
| +2% | +$1.24K | 0.02% | 275 |
|
|
2019
Q1 | $69K | Sell |
1,713
-1,428
| -45% | -$57.5K | 0.02% | 270 |
|
|
2018
Q4 | $119K | Buy |
3,141
+166
| +6% | +$6.29K | 0.05% | 150 |
|
|
2018
Q3 | $118K | Sell |
2,975
-27
| -0.9% | -$1.07K | 0.04% | 179 |
|
|
2018
Q2 | $105K | Buy |
3,002
+29
| +1% | +$1.01K | 0.04% | 197 |
|
|
2018
Q1 | $104K | Buy |
2,973
+704
| +31% | +$24.6K | 0.03% | 202 |
|
|
2017
Q4 | $79K | Buy |
2,269
+109
| +5% | +$3.8K | 0.03% | 252 |
|
|
2017
Q3 | $73K | Sell |
2,160
-285
| -12% | -$9.63K | 0.03% | 308 |
|
|
2017
Q2 | $74K | Sell |
2,445
-2
| -0.1% | -$61 | 0.03% | 308 |
|
|
2017
Q1 | $84K | Buy |
2,447
+1,713
| +233% | +$58.8K | 0.04% | 273 |
|
|
2016
Q4 | $20K | Sell |
734
-1,548
| -68% | -$42.2K | 0.01% | 436 |
|
|
2016
Q3 | $75K | Sell |
2,282
-486
| -18% | -$16K | 0.04% | 203 |
|
|
2016
Q2 | $95K | Buy |
2,768
+930
| +51% | +$31.9K | 0.06% | 181 |
|
|
2016
Q1 | $52K | Buy |
1,838
+1,331
| +263% | +$37.7K | 0.04% | 203 |
|
|
2015
Q4 | $17K | Buy |
+507
| New | +$17K | 0.02% | 207 |
|