SimplyRich’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.25M | Buy |
17,862
+829
| +5% | +$57.9K | 0.35% | 74 |
|
2025
Q1 | $1.25M | Buy |
17,033
+103
| +0.6% | +$7.57K | 0.36% | 67 |
|
2024
Q4 | $1.11M | Hold |
16,930
| – | – | 0.32% | 77 |
|
2024
Q3 | $1.32M | Hold |
16,930
| – | – | 0.37% | 64 |
|
2024
Q2 | $1.32M | Hold |
16,930
| – | – | 0.42% | 55 |
|
2024
Q1 | $1.15M | Hold |
16,930
| – | – | 0.37% | 66 |
|
2023
Q4 | $1.14M | Hold |
16,930
| – | – | 0.39% | 63 |
|
2023
Q3 | $1.15M | Hold |
16,930
| – | – | 0.56% | 46 |
|
2023
Q2 | $1.21M | Hold |
16,930
| – | – | 0.43% | 59 |
|
2023
Q1 | $1.18M | Hold |
16,930
| – | – | 0.44% | 59 |
|
2022
Q4 | $1.15M | Hold |
16,930
| – | – | 0.46% | 57 |
|
2022
Q3 | $928K | Hold |
16,930
| – | – | 0.42% | 60 |
|
2022
Q2 | $1.12M | Hold |
16,930
| – | – | 0.46% | 54 |
|
2022
Q1 | $1.12M | Hold |
16,930
| – | – | 0.39% | 68 |
|
2021
Q4 | $986K | Hold |
16,930
| – | – | 0.33% | 80 |
|
2021
Q3 | $1.02M | Hold |
16,930
| – | – | 0.37% | 71 |
|
2021
Q2 | $1.01M | Hold |
16,930
| – | – | 0.47% | 65 |
|
2021
Q1 | $842K | Hold |
16,930
| – | – | 0.33% | 81 |
|
2020
Q4 | $846K | Hold |
16,930
| – | – | 0.38% | 69 |
|
2020
Q3 | $928K | Hold |
16,930
| – | – | 0.47% | 53 |
|
2020
Q2 | $896K | Hold |
16,930
| – | – | 0.49% | 51 |
|
2020
Q1 | $754K | Hold |
16,930
| – | – | 0.5% | 53 |
|
2019
Q4 | $847K | Hold |
16,930
| – | – | 0.43% | 67 |
|
2019
Q3 | $767K | Hold |
16,930
| – | – | 0.42% | 70 |
|
2019
Q2 | $699K | Buy |
+16,930
| New | +$699K | 0.39% | 73 |
|
2019
Q1 | – | Sell |
-16,930
| Closed | -$639K | – | 77 |
|
2018
Q4 | $639K | Hold |
16,930
| – | – | 0.59% | 52 |
|
2018
Q3 | $670K | Hold |
16,930
| – | – | 0.37% | 84 |
|
2018
Q2 | $594K | Hold |
16,930
| – | – | 0.34% | 97 |
|
2018
Q1 | $592K | Hold |
16,930
| – | – | 0.33% | 102 |
|
2017
Q4 | $587K | Buy |
+16,930
| New | +$587K | 0.33% | 106 |
|