Sugarloaf Wealth Management’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $74.6K | Sell |
1,138
-82
| -7% | -$5.37K | 0.01% | 253 |
|
|
2024
Q3 | $95.1K | Buy |
1,220
+82
| +7% | +$6.39K | 0.02% | 240 |
|
|
2024
Q2 | $88.8K | Hold |
1,138
| – | – | 0.02% | 238 |
|
|
2024
Q1 | $77.1K | Hold |
1,138
| – | – | 0.02% | 249 |
|
|
2023
Q4 | $76.6K | Sell |
1,138
-124
| -10% | -$8.35K | 0.02% | 238 |
|
|
2023
Q3 | $85.5K | Buy |
1,262
+1
| +0.1% | +$68 | 0.02% | 224 |
|
|
2023
Q2 | $90.3K | Sell |
1,261
-104
| -8% | -$7.45K | 0.02% | 213 |
|
|
2023
Q1 | $94.8K | Buy |
1,365
+1
| +0.1% | +$69 | 0.02% | 203 |
|
|
2022
Q4 | $92.5K | Buy |
1,364
+104
| +8% | +$7.05K | 0.02% | 205 |
|
|
2022
Q3 | $70K | Buy |
1,260
+1
| +0.1% | +$56 | 0.02% | 243 |
|
|
2022
Q2 | $83K | Buy |
1,259
+72
| +6% | +$4.75K | 0.02% | 210 |
|
|
2022
Q1 | $79K | Buy |
1,187
+2
| +0.2% | +$133 | 0.02% | 220 |
|
|
2021
Q4 | $69K | Hold |
1,185
| – | – | 0.02% | 243 |
|
|
2021
Q3 | $71K | Buy |
1,185
+51
| +4% | +$3.06K | 0.02% | 224 |
|
|
2021
Q2 | $68K | Hold |
1,134
| – | – | 0.02% | 233 |
|
|
2021
Q1 | $56 | Sell |
1,134
-18
| -2% | -$1 | 0.02% | 256 |
|
|
2020
Q4 | $58K | Sell |
1,152
-642
| -36% | -$32.3K | 0.02% | 237 |
|
|
2020
Q3 | $98K | Sell |
1,794
-431
| -19% | -$23.5K | 0.04% | 161 |
|
|
2020
Q2 | $118K | Buy |
2,225
+24
| +1% | +$1.27K | 0.05% | 147 |
|
|
2020
Q1 | $98K | Hold |
2,201
| – | – | 0.04% | 157 |
|
|
2019
Q4 | $110K | Buy |
+2,201
| New | +$110K | 0.05% | 167 |
|