SFMG Wealth 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 | $210K | Sell |
2,999
-85
| -3% | -$5.94K | 0.02% | 252 |
|
|
2025
Q1 | $227K | Buy |
+3,084
| New | +$227K | 0.02% | 243 |
|
|
2024
Q4 | – | Sell |
-2,915
| Closed | -$227K | – | 275 |
|
|
2024
Q3 | $227K | Buy |
2,915
+100
| +4% | +$7.79K | 0.02% | 230 |
|
|
2024
Q2 | $220K | Sell |
2,815
-991
| -26% | -$77.3K | 0.02% | 232 |
|
|
2024
Q1 | $258K | Buy |
3,806
+50
| +1% | +$3.39K | 0.02% | 217 |
|
|
2023
Q4 | $253K | Sell |
3,756
-17
| -0.5% | -$1.15K | 0.02% | 212 |
|
|
2023
Q3 | $256K | Buy |
3,773
+24
| +0.6% | +$1.63K | 0.03% | 195 |
|
|
2023
Q2 | $268K | Sell |
3,749
-563
| -13% | -$40.3K | 0.03% | 189 |
|
|
2023
Q1 | $299K | Buy |
4,312
+180
| +4% | +$12.5K | 0.03% | 179 |
|
|
2022
Q4 | $280K | Sell |
4,132
-175
| -4% | -$11.9K | 0.03% | 187 |
|
|
2022
Q3 | $237K | Buy |
4,307
+143
| +3% | +$7.87K | 0.03% | 196 |
|
|
2022
Q2 | $275K | Hold |
4,164
| – | – | 0.03% | 188 |
|
|
2022
Q1 | $276K | Sell |
4,164
-305
| -7% | -$20.2K | 0.03% | 214 |
|
|
2021
Q4 | $260K | Sell |
4,469
-1,876
| -30% | -$109K | 0.03% | 222 |
|
|
2021
Q3 | $381K | Buy |
6,345
+1,354
| +27% | +$81.3K | 0.04% | 170 |
|
|
2021
Q2 | $299K | Hold |
4,991
| – | – | 0.03% | 196 |
|
|
2021
Q1 | $248K | Sell |
4,991
-639
| -11% | -$31.8K | 0.03% | 206 |
|
|
2020
Q4 | $281K | Buy |
5,630
+557
| +11% | +$27.8K | 0.04% | 172 |
|
|
2020
Q3 | $278K | Buy |
5,073
+1,197
| +31% | +$65.6K | 0.04% | 142 |
|
|
2020
Q2 | $205K | Buy |
+3,876
| New | +$205K | 0.03% | 150 |
|