Stratos Wealth Advisors’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-6,699
| Closed | -$522K | – | 718 |
|
2024
Q3 | $522K | Buy |
6,699
+133
| +2% | +$10.4K | 0.02% | 491 |
|
2024
Q2 | $512K | Buy |
6,566
+323
| +5% | +$25.2K | 0.03% | 466 |
|
2024
Q1 | $423K | Buy |
6,243
+2,119
| +51% | +$144K | 0.03% | 493 |
|
2023
Q4 | $278K | Buy |
+4,124
| New | +$278K | 0.02% | 571 |
|
2023
Q1 | – | Sell |
-17,195
| Closed | -$1.17M | – | 599 |
|
2022
Q4 | $1.17M | Buy |
+17,195
| New | +$1.17M | 0.1% | 262 |
|