Tradition 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
Q1 | – | Sell |
-332
| Closed | -$22K | – | 451 |
|
|
2023
Q4 | $22K | Sell |
332
-33
| -9% | -$2.19K | ﹤0.01% | 813 |
|
|
2023
Q3 | $25K | Sell |
365
-665
| -65% | -$45.5K | ﹤0.01% | 786 |
|
|
2023
Q2 | $74K | Buy |
1,030
+35
| +4% | +$2.52K | 0.01% | 528 |
|
|
2023
Q1 | $69K | Buy |
995
+25
| +3% | +$1.73K | 0.01% | 533 |
|
|
2022
Q4 | $66K | Hold |
970
| – | – | 0.01% | 467 |
|
|
2022
Q3 | $53K | Hold |
970
| – | – | 0.01% | 493 |
|
|
2022
Q2 | $64K | Hold |
970
| – | – | 0.01% | 423 |
|
|
2022
Q1 | $64K | Sell |
970
-250
| -20% | -$16.5K | 0.01% | 456 |
|
|
2021
Q4 | $71K | Sell |
1,220
-180
| -13% | -$10.5K | 0.01% | 460 |
|
|
2021
Q3 | $84K | Hold |
1,400
| – | – | 0.01% | 396 |
|
|
2021
Q2 | $84K | Sell |
1,400
-4
| -0.3% | -$240 | 0.01% | 420 |
|
|
2021
Q1 | $70K | Sell |
1,404
-296
| -17% | -$14.8K | 0.01% | 372 |
|
|
2020
Q4 | $85K | Buy |
+1,700
| New | +$85K | 0.02% | 317 |
|