Sequoia Financial Advisors’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.61M | Buy |
37,292
+1,581
| +4% | +$110K | 0.02% | 404 |
|
2025
Q1 | $2.62M | Buy |
35,711
+6,817
| +24% | +$501K | 0.02% | 384 |
|
2024
Q4 | $1.89M | Sell |
28,894
-1,372
| -5% | -$89.9K | 0.02% | 417 |
|
2024
Q3 | $2.36M | Buy |
30,266
+3
| +0% | +$234 | 0.03% | 346 |
|
2024
Q2 | $2.36M | Buy |
30,263
+1,777
| +6% | +$139K | 0.03% | 295 |
|
2024
Q1 | $1.93M | Buy |
28,486
+1,623
| +6% | +$110K | 0.02% | 329 |
|
2023
Q4 | $1.81M | Buy |
26,863
+2,549
| +10% | +$172K | 0.02% | 376 |
|
2023
Q3 | $1.65M | Sell |
24,314
-1,385
| -5% | -$93.8K | 0.03% | 252 |
|
2023
Q2 | $1.84M | Buy |
25,699
+3,043
| +13% | +$218K | 0.03% | 251 |
|
2023
Q1 | $1.57M | Buy |
22,656
+943
| +4% | +$65.5K | 0.04% | 244 |
|
2022
Q4 | $1.47M | Buy |
21,713
+9,520
| +78% | +$645K | 0.04% | 233 |
|
2022
Q3 | $669K | Sell |
12,193
-4,827
| -28% | -$265K | 0.02% | 250 |
|
2022
Q2 | $1.12M | Buy |
17,020
+200
| +1% | +$13.2K | 0.03% | 215 |
|
2022
Q1 | $1.12M | Buy |
16,820
+4,763
| +40% | +$316K | 0.03% | 245 |
|
2021
Q4 | $702K | Buy |
+12,057
| New | +$702K | 0.02% | 272 |
|
2021
Q3 | – | Sell |
-6,278
| Closed | -$376K | – | 275 |
|
2021
Q2 | $376K | Buy |
6,278
+376
| +6% | +$22.5K | 0.01% | 326 |
|
2021
Q1 | $293K | Buy |
5,902
+359
| +6% | +$17.8K | 0.01% | 340 |
|
2020
Q4 | $277K | Buy |
5,543
+944
| +21% | +$47.2K | 0.01% | 335 |
|
2020
Q3 | $252K | Buy |
4,599
+77
| +2% | +$4.22K | 0.01% | 328 |
|
2020
Q2 | $239K | Buy |
+4,522
| New | +$239K | 0.01% | 323 |
|