Ritholtz 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 | $5.85M | Buy |
83,686
+8,215
| +11% | +$574K | 0.13% | 89 |
|
|
2025
Q1 | $5.55M | Buy |
75,471
+7,101
| +10% | +$522K | 0.17% | 83 |
|
|
2024
Q4 | $4.48M | Sell |
68,370
-14,968
| -18% | -$981K | 0.13% | 99 |
|
|
2024
Q3 | $6.49M | Buy |
83,338
+17,103
| +26% | +$1.33M | 0.2% | 62 |
|
|
2024
Q2 | $5.17M | Buy |
66,235
+7,478
| +13% | +$583K | 0.17% | 71 |
|
|
2024
Q1 | $3.98M | Buy |
58,757
+19,710
| +50% | +$1.34M | 0.14% | 99 |
|
|
2023
Q4 | $2.63M | Buy |
39,047
+2,274
| +6% | +$153K | 0.1% | 124 |
|
|
2023
Q3 | $2.49M | Buy |
36,773
+558
| +2% | +$37.8K | 0.11% | 109 |
|
|
2023
Q2 | $2.59M | Buy |
36,215
+3,107
| +9% | +$222K | 0.12% | 107 |
|
|
2023
Q1 | $2.3M | Sell |
33,108
-2,014
| -6% | -$140K | 0.11% | 109 |
|
|
2022
Q4 | $2.38M | Sell |
35,122
-13,367
| -28% | -$906K | 0.13% | 110 |
|
|
2022
Q3 | $2.66M | Buy |
48,489
+20,333
| +72% | +$1.12M | 0.14% | 98 |
|
|
2022
Q2 | $1.86M | Buy |
28,156
+2,945
| +12% | +$195K | 0.12% | 102 |
|
|
2022
Q1 | $1.67M | Buy |
25,211
+7,819
| +45% | +$519K | 0.11% | 111 |
|
|
2021
Q4 | $1.01M | Buy |
17,392
+702
| +4% | +$40.9K | 0.06% | 166 |
|
|
2021
Q3 | $1M | Buy |
16,690
+3,009
| +22% | +$181K | 0.07% | 140 |
|
|
2021
Q2 | $820K | Buy |
13,681
+2,939
| +27% | +$176K | 0.06% | 178 |
|
|
2021
Q1 | $534K | Buy |
10,742
+3,497
| +48% | +$174K | 0.04% | 194 |
|
|
2020
Q4 | $362K | Sell |
7,245
-3,605
| -33% | -$180K | 0.03% | 218 |
|
|
2020
Q3 | $595K | Buy |
10,850
+1,454
| +15% | +$79.7K | 0.07% | 116 |
|
|
2020
Q2 | $497K | Buy |
9,396
+4,641
| +98% | +$245K | 0.06% | 115 |
|
|
2020
Q1 | $212K | Buy |
+4,755
| New | +$212K | 0.03% | 141 |
|