VWA
Visionary Wealth Advisors’s AstraZeneca AZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $288K | Hold |
4,116
| – | – | 0.01% | 468 |
|
|
2025
Q1 | $303K | Hold |
4,116
| – | – | 0.02% | 438 |
|
|
2024
Q4 | $270K | Hold |
4,116
| – | – | 0.02% | 464 |
|
|
2024
Q3 | $321K | Sell |
4,116
-10
| -0.2% | -$779 | 0.02% | 421 |
|
|
2024
Q2 | $322K | Hold |
4,126
| – | – | 0.02% | 399 |
|
|
2024
Q1 | $280K | Sell |
4,126
-465
| -10% | -$31.5K | 0.02% | 410 |
|
|
2023
Q4 | $309K | Buy |
4,591
+800
| +21% | +$53.9K | 0.02% | 384 |
|
|
2023
Q3 | $257K | Hold |
3,791
| – | – | 0.02% | 394 |
|
|
2023
Q2 | $271K | Sell |
3,791
-96
| -2% | -$6.87K | 0.02% | 379 |
|
|
2023
Q1 | $270K | Buy |
3,887
+16
| +0.4% | +$1.11K | 0.02% | 371 |
|
|
2022
Q4 | $262K | Sell |
3,871
-21
| -0.5% | -$1.42K | 0.02% | 350 |
|
|
2022
Q3 | $213K | Buy |
3,892
+21
| +0.5% | +$1.15K | 0.02% | 359 |
|
|
2022
Q2 | $256K | Sell |
3,871
-120
| -3% | -$7.94K | 0.02% | 349 |
|
|
2022
Q1 | $265K | Hold |
3,991
| – | – | 0.02% | 356 |
|
|
2021
Q4 | $232K | Buy |
+3,991
| New | +$232K | 0.02% | 341 |
|
|
2021
Q3 | – | Sell |
-4,246
| Closed | -$254K | – | 324 |
|
|
2021
Q2 | $254K | Sell |
4,246
-1,526
| -26% | -$91.3K | 0.03% | 290 |
|
|
2021
Q1 | $287K | Buy |
5,772
+100
| +2% | +$4.97K | 0.03% | 264 |
|
|
2020
Q4 | $284K | Buy |
+5,672
| New | +$284K | 0.03% | 242 |
|
|
2020
Q3 | – | Sell |
-3,836
| Closed | -$203K | – | 259 |
|
|
2020
Q2 | $203K | Buy |
+3,836
| New | +$203K | 0.03% | 220 |
|