United Capital 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 | $2.7M | Buy |
38,611
+8,110
| +27% | +$567K | 0.02% | 385 |
|
|
2025
Q1 | $2.24M | Sell |
30,501
-13,776
| -31% | -$1.01M | 0.02% | 403 |
|
|
2024
Q4 | $2.9M | Sell |
44,277
-4,993
| -10% | -$327K | 0.02% | 347 |
|
|
2024
Q3 | $3.84M | Buy |
49,270
+12
| +0% | +$935 | 0.03% | 306 |
|
|
2024
Q2 | $3.84M | Sell |
49,258
-134
| -0.3% | -$10.5K | 0.03% | 303 |
|
|
2024
Q1 | $3.35M | Sell |
49,392
-2,831
| -5% | -$192K | 0.03% | 339 |
|
|
2023
Q4 | $3.52M | Sell |
52,223
-17,749
| -25% | -$1.2M | 0.03% | 331 |
|
|
2023
Q3 | $4.74M | Buy |
69,972
+5,473
| +8% | +$371K | 0.03% | 307 |
|
|
2023
Q2 | $4.62M | Buy |
64,499
+12,890
| +25% | +$923K | 0.03% | 325 |
|
|
2023
Q1 | $3.58M | Buy |
51,609
+17,089
| +50% | +$1.19M | 0.02% | 361 |
|
|
2022
Q4 | $2.34M | Sell |
34,520
-5,203
| -13% | -$353K | 0.01% | 448 |
|
|
2022
Q3 | $2.18M | Sell |
39,723
-3,300
| -8% | -$181K | 0.01% | 456 |
|
|
2022
Q2 | $2.84M | Sell |
43,023
-6,928
| -14% | -$458K | 0.02% | 428 |
|
|
2022
Q1 | $3.31M | Sell |
49,951
-910
| -2% | -$60.4K | 0.02% | 429 |
|
|
2021
Q4 | $2.96M | Buy |
50,861
+7,093
| +16% | +$413K | 0.01% | 463 |
|
|
2021
Q3 | $2.63M | Buy |
43,768
+7,211
| +20% | +$433K | 0.01% | 475 |
|
|
2021
Q2 | $2.19M | Sell |
36,557
-338
| -0.9% | -$20.2K | 0.01% | 516 |
|
|
2021
Q1 | $1.83M | Sell |
36,895
-2,165
| -6% | -$108K | 0.01% | 521 |
|
|
2020
Q4 | $1.95M | Buy |
39,060
+31,636
| +426% | +$1.58M | 0.01% | 509 |
|
|
2020
Q3 | $407K | Sell |
7,424
-3,377
| -31% | -$185K | ﹤0.01% | 875 |
|
|
2020
Q2 | $571K | Sell |
10,801
-558
| -5% | -$29.5K | ﹤0.01% | 816 |
|
|
2020
Q1 | $507K | Sell |
11,359
-21,830
| -66% | -$974K | ﹤0.01% | 804 |
|
|
2019
Q4 | $1.66M | Buy |
33,189
+19,591
| +144% | +$977K | 0.01% | 636 |
|
|
2019
Q3 | $606K | Sell |
13,598
-18,990
| -58% | -$846K | ﹤0.01% | 883 |
|
|
2019
Q2 | $1.35M | Buy |
32,588
+4,141
| +15% | +$171K | 0.01% | 714 |
|
|
2019
Q1 | $1.15M | Sell |
28,447
-1,983
| -7% | -$80.2K | 0.01% | 734 |
|
|
2018
Q4 | $1.16M | Buy |
30,430
+3,515
| +13% | +$134K | 0.01% | 672 |
|
|
2018
Q3 | $1.07M | Buy |
26,915
+3,740
| +16% | +$148K | 0.01% | 762 |
|
|
2018
Q2 | $814K | Buy |
23,175
+5,260
| +29% | +$185K | 0.01% | 814 |
|
|
2018
Q1 | $627K | Buy |
17,915
+4,738
| +36% | +$166K | ﹤0.01% | 896 |
|
|
2017
Q4 | $449K | Buy |
13,177
+2,409
| +22% | +$82.1K | ﹤0.01% | 986 |
|
|
2017
Q3 | $365K | Buy |
10,768
+839
| +8% | +$28.4K | ﹤0.01% | 1050 |
|
|
2017
Q2 | $338K | Buy |
9,929
+309
| +3% | +$10.5K | ﹤0.01% | 1038 |
|
|
2017
Q1 | $300K | Buy |
9,620
+1,046
| +12% | +$32.6K | ﹤0.01% | 1047 |
|
|
2016
Q4 | $234K | Buy |
8,574
+398
| +5% | +$10.9K | ﹤0.01% | 1123 |
|
|
2016
Q3 | $269K | Buy |
+8,176
| New | +$269K | ﹤0.01% | 1101 |
|
|
2016
Q2 | – | Sell |
-10,951
| Closed | -$308K | – | 1248 |
|
|
2016
Q1 | $308K | Sell |
10,951
-2,218
| -17% | -$62.4K | ﹤0.01% | 999 |
|
|
2015
Q4 | $447K | Sell |
13,169
-8,374
| -39% | -$284K | 0.01% | 913 |
|
|
2015
Q3 | $686K | Sell |
21,543
-2,107
| -9% | -$67.1K | 0.01% | 803 |
|
|
2015
Q2 | $377K | Sell |
23,650
-978
| -4% | -$15.6K | ﹤0.01% | 1016 |
|
|
2015
Q1 | $843K | Buy |
24,628
+9,360
| +61% | +$320K | 0.01% | 764 |
|
|
2014
Q4 | $537K | Sell |
15,268
-1,232
| -7% | -$43.3K | 0.01% | 800 |
|
|
2014
Q3 | $589K | Buy |
+16,500
| New | +$589K | 0.01% | 748 |
|
|
2014
Q2 | – | Sell |
-12,000
| Closed | -$389K | – | 795 |
|
|
2014
Q1 | $389K | Buy |
+12,000
| New | +$389K | 0.01% | 703 |
|