SOA Wealth Advisors’s AstraZeneca AZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.1K | Hold |
230
| – | – | ﹤0.01% | 541 |
|
|
2025
Q1 | $16.9K | Buy |
230
+3
| +1% | +$221 | ﹤0.01% | 497 |
|
|
2024
Q4 | $14.9K | Hold |
227
| – | – | ﹤0.01% | 500 |
|
|
2024
Q3 | $17.7K | Buy |
227
+1
| +0.4% | +$78 | ﹤0.01% | 463 |
|
|
2024
Q2 | $17.6K | Sell |
226
-2
| -0.9% | -$156 | ﹤0.01% | 458 |
|
|
2024
Q1 | $15.4K | Buy |
228
+4
| +2% | +$271 | ﹤0.01% | 477 |
|
|
2023
Q4 | $15.1K | Hold |
224
| – | – | ﹤0.01% | 468 |
|
|
2023
Q3 | $15.2K | Buy |
224
+1
| +0.4% | +$68 | ﹤0.01% | 466 |
|
|
2023
Q2 | $15.9K | Hold |
223
| – | – | ﹤0.01% | 463 |
|
|
2023
Q1 | $15.5K | Buy |
223
+3
| +1% | +$208 | ﹤0.01% | 472 |
|
|
2022
Q4 | $14.9K | Buy |
220
+1
| +0.5% | +$68 | ﹤0.01% | 458 |
|
|
2022
Q3 | $12K | Hold |
219
| – | – | ﹤0.01% | 475 |
|
|
2022
Q2 | $14K | Sell |
219
-28
| -11% | -$1.79K | ﹤0.01% | 438 |
|
|
2022
Q1 | $16K | Buy |
247
+3
| +1% | +$194 | ﹤0.01% | 501 |
|
|
2021
Q4 | $14K | Hold |
244
| – | – | ﹤0.01% | 508 |
|
|
2021
Q3 | $14K | Sell |
244
-246
| -50% | -$14.1K | ﹤0.01% | 513 |
|
|
2021
Q2 | $29K | Sell |
490
-151
| -24% | -$8.94K | 0.01% | 393 |
|
|
2021
Q1 | $31K | Sell |
641
-139
| -18% | -$6.72K | 0.01% | 325 |
|
|
2020
Q4 | $38K | Buy |
+780
| New | +$38K | 0.01% | 298 |
|