SVWAG
Sound View Wealth Advisors Group’s AstraZeneca AZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.18M | Buy |
45,534
+2,245
| +5% | +$157K | 0.24% | 96 |
|
|
2025
Q1 | $3.18M | Buy |
43,289
+2,718
| +7% | +$200K | 0.26% | 87 |
|
|
2024
Q4 | $2.66M | Buy |
40,571
+21,136
| +109% | +$1.38M | 0.21% | 98 |
|
|
2024
Q3 | $1.51M | Buy |
19,435
+588
| +3% | +$45.8K | 0.12% | 144 |
|
|
2024
Q2 | $1.47M | Sell |
18,847
-566
| -3% | -$44.1K | 0.15% | 130 |
|
|
2024
Q1 | $1.32M | Sell |
19,413
-2,450
| -11% | -$166K | 0.14% | 140 |
|
|
2023
Q4 | $1.47M | Sell |
21,863
-444
| -2% | -$29.9K | 0.16% | 129 |
|
|
2023
Q3 | $1.51M | Buy |
22,307
+485
| +2% | +$32.8K | 0.19% | 112 |
|
|
2023
Q2 | $1.56M | Sell |
21,822
-1,232
| -5% | -$88.2K | 0.2% | 106 |
|
|
2023
Q1 | $1.6M | Buy |
23,054
+1,191
| +5% | +$82.7K | 0.22% | 103 |
|
|
2022
Q4 | $1.47M | Buy |
21,863
+130
| +0.6% | +$8.76K | 0.16% | 129 |
|
|
2022
Q3 | $1.19M | Sell |
21,733
-415
| -2% | -$22.8K | 0.27% | 96 |
|
|
2022
Q2 | $1.46M | Buy |
22,148
+850
| +4% | +$56.1K | 0.31% | 83 |
|
|
2022
Q1 | $1.41M | Buy |
21,298
+51
| +0.2% | +$3.38K | 0.27% | 93 |
|
|
2021
Q4 | $1.24M | Sell |
21,247
-620
| -3% | -$36.1K | 0.23% | 104 |
|
|
2021
Q3 | $1.31M | Sell |
21,867
-408
| -2% | -$24.5K | 0.27% | 91 |
|
|
2021
Q2 | $1.33M | Sell |
22,275
-1,425
| -6% | -$85.3K | 0.28% | 92 |
|
|
2021
Q1 | $1.18M | Buy |
23,700
+341
| +1% | +$16.9K | 0.27% | 92 |
|
|
2020
Q4 | $1.17M | Sell |
23,359
-193
| -0.8% | -$9.65K | 0.29% | 90 |
|
|
2020
Q3 | $1.29M | Sell |
23,552
-794
| -3% | -$43.5K | 0.34% | 83 |
|
|
2020
Q2 | $1.29M | Sell |
24,346
-1,193
| -5% | -$63.1K | 0.36% | 78 |
|
|
2020
Q1 | $1.14M | Sell |
25,539
-1,738
| -6% | -$77.6K | 0.39% | 74 |
|
|
2019
Q4 | $1.36M | Sell |
27,277
-5,114
| -16% | -$255K | 0.38% | 80 |
|
|
2019
Q3 | $1.44M | Sell |
32,391
-2,361
| -7% | -$105K | 0.43% | 73 |
|
|
2019
Q2 | $1.44M | Buy |
+34,752
| New | +$1.44M | 0.42% | 70 |
|