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