Souders 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 | $254K | Buy |
3,638
+751
| +26% | +$52.5K | 0.03% | 176 |
|
|
2025
Q1 | $212K | Buy |
+2,887
| New | +$212K | 0.03% | 178 |
|
|
2024
Q3 | – | Sell |
-2,615
| Closed | -$204K | – | 173 |
|
|
2024
Q2 | $204K | Sell |
2,615
-45,059
| -95% | -$3.51M | 0.03% | 159 |
|
|
2024
Q1 | $3.23M | Buy |
47,674
+4,108
| +9% | +$278K | 0.51% | 58 |
|
|
2023
Q4 | $2.93M | Buy |
43,566
+803
| +2% | +$54.1K | 0.5% | 60 |
|
|
2023
Q3 | $2.9M | Buy |
42,763
+3,556
| +9% | +$241K | 0.56% | 57 |
|
|
2023
Q2 | $2.81M | Buy |
39,207
+35,983
| +1,116% | +$2.58M | 0.54% | 57 |
|
|
2023
Q1 | $224K | Sell |
3,224
-728
| -18% | -$50.5K | 0.05% | 141 |
|
|
2022
Q4 | $268K | Sell |
3,952
-96
| -2% | -$6.51K | 0.06% | 139 |
|
|
2022
Q3 | $222K | Sell |
4,048
-41
| -1% | -$2.25K | 0.06% | 142 |
|
|
2022
Q2 | $270K | Buy |
4,089
+43
| +1% | +$2.84K | 0.08% | 123 |
|
|
2022
Q1 | $268K | Buy |
4,046
+489
| +14% | +$32.4K | 0.08% | 124 |
|
|
2021
Q4 | $207K | Buy |
3,557
+202
| +6% | +$11.8K | 0.06% | 132 |
|
|
2021
Q3 | $201K | Buy |
+3,355
| New | +$201K | 0.06% | 132 |
|