Transamerica Financial Advisors’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $115K | Buy |
1,647
+762
| +86% | +$53.2K | 0.01% | 264 |
|
|
2025
Q1 | $65K | Buy |
+885
| New | +$65K | 0.01% | 292 |
|
|
2016
Q2 | – | Sell |
-1,834
| Closed | -$52K | – | 416 |
|
|
2016
Q1 | $52K | Hold |
1,834
| – | – | ﹤0.01% | 362 |
|
|
2015
Q4 | $63K | Hold |
1,834
| – | – | ﹤0.01% | 374 |
|
|
2015
Q3 | $59K | Hold |
1,834
| – | – | ﹤0.01% | 363 |
|
|
2015
Q2 | $59K | Hold |
1,834
| – | – | ﹤0.01% | 426 |
|
|
2015
Q1 | $63K | Sell |
1,834
-688
| -27% | -$23.6K | ﹤0.01% | 410 |
|
|
2014
Q4 | $89K | Sell |
2,522
-230
| -8% | -$8.12K | 0.01% | 328 |
|
|
2014
Q3 | $99K | Buy |
2,752
+688
| +33% | +$24.8K | 0.01% | 300 |
|
|
2014
Q2 | $77K | Buy |
2,064
+1,062
| +106% | +$39.6K | 0.01% | 338 |
|
|
2014
Q1 | $33K | Sell |
1,002
-11,180
| -92% | -$368K | ﹤0.01% | 373 |
|
|
2013
Q4 | $362K | Sell |
12,182
-836
| -6% | -$24.8K | 0.04% | 188 |
|
|
2013
Q3 | $339K | Buy |
13,018
+764
| +6% | +$19.9K | 0.04% | 179 |
|
|
2013
Q2 | $290K | Buy |
+12,254
| New | +$290K | 0.05% | 173 |
|