SIA
Schechter Investment Advisors’s AstraZeneca AZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.8M | Sell |
24,504
-1,024
| -4% | -$75.3K | 0.15% | 129 |
|
|
2024
Q4 | $1.67M | Buy |
25,528
+3,285
| +15% | +$215K | 0.13% | 152 |
|
|
2024
Q3 | $1.73M | Buy |
22,243
+237
| +1% | +$18.5K | 0.13% | 155 |
|
|
2024
Q2 | $1.72M | Buy |
22,006
+7,038
| +47% | +$549K | 0.13% | 149 |
|
|
2024
Q1 | $1.01M | Buy |
14,968
+2,487
| +20% | +$168K | 0.08% | 243 |
|
|
2023
Q4 | $841K | Sell |
12,481
-482
| -4% | -$32.5K | 0.07% | 260 |
|
|
2023
Q3 | $878K | Sell |
12,963
-473
| -4% | -$32K | 0.09% | 242 |
|
|
2023
Q2 | $962K | Buy |
13,436
+428
| +3% | +$30.6K | 0.09% | 249 |
|
|
2023
Q1 | $903K | Sell |
13,008
-76
| -0.6% | -$5.28K | 0.08% | 280 |
|
|
2022
Q4 | $887K | Buy |
13,084
+1,437
| +12% | +$97.4K | 0.08% | 328 |
|
|
2022
Q3 | $639K | Sell |
11,647
-311
| -3% | -$17.1K | 0.06% | 430 |
|
|
2022
Q2 | $790K | Buy |
11,958
+597
| +5% | +$39.4K | 0.08% | 358 |
|
|
2022
Q1 | $754K | Buy |
11,361
+2,599
| +30% | +$172K | 0.07% | 399 |
|
|
2021
Q4 | $510K | Buy |
+8,762
| New | +$510K | 0.05% | 495 |
|