Valeo Financial Advisors’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.23M | Buy |
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|
2025
Q1 | $1.15M | Buy |
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|
2024
Q4 | $956K | Sell |
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|
2024
Q3 | $1.22M | Sell |
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|
2024
Q2 | $1.26M | Buy |
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|
2024
Q1 | $1.14M | Buy |
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|
2023
Q4 | $1.02M | Sell |
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|
2023
Q3 | $1.13M | Sell |
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|
2023
Q2 | $1.22M | Buy |
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|
2023
Q1 | $1.1M | Buy |
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|
2022
Q4 | $923K | Buy |
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|
2022
Q3 | $542K | Sell |
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|
2022
Q2 | $662K | Sell |
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|
2022
Q1 | $705K | Buy |
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|
2021
Q4 | $565K | Sell |
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|
2021
Q3 | $588K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $135K | Sell |
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|
2020
Q4 | $154K | Buy |
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|
2020
Q3 | $165K | Sell |
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|
2020
Q2 | $192K | Buy |
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|
2020
Q1 | $116K | Buy |
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|
2019
Q4 | $126K | Sell |
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|
2019
Q3 | $113K | Sell |
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|
2019
Q2 | $165K | Hold |
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|
2019
Q1 | $162K | Hold |
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|
2018
Q4 | $152K | Buy |
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|
2018
Q3 | $147K | Sell |
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|
2018
Q2 | $157K | Sell |
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|
2018
Q1 | $218K | Buy |
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|
2017
Q4 | $158K | Buy |
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|
2017
Q3 | $133K | Buy |
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