Steward Partners Investment Advisory’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.56M | Buy |
50,921
+967
| +2% | +$67.6K | 0.03% | 516 |
|
|
2025
Q1 | $3.67M | Buy |
49,954
+4,893
| +11% | +$360K | 0.03% | 477 |
|
|
2024
Q4 | $2.95M | Sell |
45,061
-49,181
| -52% | -$3.22M | 0.03% | 517 |
|
|
2024
Q3 | $7.34M | Buy |
94,242
+230
| +0.2% | +$17.9K | 0.07% | 280 |
|
|
2024
Q2 | $7.33M | Buy |
94,012
+933
| +1% | +$72.8K | 0.08% | 255 |
|
|
2024
Q1 | $6.31M | Buy |
93,079
+4,330
| +5% | +$293K | 0.07% | 283 |
|
|
2023
Q4 | $5.98M | Sell |
88,749
-696
| -0.8% | -$46.9K | 0.08% | 246 |
|
|
2023
Q3 | $6.06M | Buy |
89,445
+477
| +0.5% | +$32.3K | 0.09% | 229 |
|
|
2023
Q2 | $6.37M | Buy |
88,968
+1,402
| +2% | +$100K | 0.1% | 224 |
|
|
2023
Q1 | $6.08M | Sell |
87,566
-14,336
| -14% | -$995K | 0.1% | 223 |
|
|
2022
Q4 | $6.91M | Sell |
101,902
-2,000
| -2% | -$136K | 0.12% | 192 |
|
|
2022
Q3 | $5.7M | Buy |
103,902
+1,100
| +1% | +$60.3K | 0.11% | 211 |
|
|
2022
Q2 | $6.79M | Buy |
102,802
+40
| +0% | +$2.64K | 0.12% | 186 |
|
|
2022
Q1 | $6.82M | Buy |
102,762
+2,833
| +3% | +$188K | 0.11% | 206 |
|
|
2021
Q4 | $5.82M | Buy |
99,929
+1,701
| +2% | +$99.1K | 0.09% | 236 |
|
|
2021
Q3 | $5.9M | Buy |
98,228
+6,082
| +7% | +$365K | 0.1% | 220 |
|
|
2021
Q2 | $5.52M | Buy |
92,146
+3,123
| +4% | +$187K | 0.09% | 226 |
|
|
2021
Q1 | $4.43M | Buy |
89,023
+12,125
| +16% | +$603K | 0.08% | 270 |
|
|
2020
Q4 | $3.84M | Buy |
76,898
+50,583
| +192% | +$2.53M | 0.08% | 243 |
|
|
2020
Q3 | $1.44M | Buy |
26,315
+2,097
| +9% | +$115K | 0.04% | 385 |
|
|
2020
Q2 | $1.28M | Buy |
24,218
+1,040
| +4% | +$55K | 0.04% | 391 |
|
|
2020
Q1 | $1.04M | Sell |
23,178
-99
| -0.4% | -$4.42K | 0.04% | 378 |
|
|
2019
Q4 | $1.16M | Buy |
23,277
+2,626
| +13% | +$131K | 0.03% | 413 |
|
|
2019
Q3 | $920K | Buy |
20,651
+275
| +1% | +$12.3K | 0.03% | 432 |
|
|
2019
Q2 | $841K | Buy |
20,376
+1,046
| +5% | +$43.2K | 0.03% | 424 |
|
|
2019
Q1 | $781K | Sell |
19,330
-1,545
| -7% | -$62.4K | 0.03% | 413 |
|
|
2018
Q4 | $792K | Buy |
20,875
+1,305
| +7% | +$49.5K | 0.04% | 379 |
|
|
2018
Q3 | $774K | Buy |
19,570
+1,959
| +11% | +$77.5K | 0.04% | 405 |
|
|
2018
Q2 | $618K | Buy |
17,611
+1,396
| +9% | +$49K | 0.04% | 417 |
|
|
2018
Q1 | $567K | Buy |
16,215
+1,385
| +9% | +$48.4K | 0.04% | 392 |
|
|
2017
Q4 | $514K | Buy |
14,830
+693
| +5% | +$24K | 0.04% | 351 |
|
|
2017
Q3 | $478K | Sell |
14,137
-521
| -4% | -$17.6K | 0.05% | 304 |
|
|
2017
Q2 | $499K | Buy |
14,658
+4,281
| +41% | +$146K | 0.06% | 272 |
|
|
2017
Q1 | $323K | Buy |
10,377
+2,379
| +30% | +$74.1K | 0.05% | 261 |
|
|
2016
Q4 | $218K | Buy |
+7,998
| New | +$218K | 0.1% | 173 |
|