Wealth Alliance Advisory Group’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,800
| Closed | -$218K | – | 191 |
|
|
2024
Q3 | $218K | Hold |
2,800
| – | – | 0.05% | 171 |
|
|
2024
Q2 | $218K | Buy |
+2,800
| New | +$218K | 0.05% | 171 |
|
|
2023
Q3 | – | Sell |
-2,800
| Closed | -$200K | – | 182 |
|
|
2023
Q2 | $200K | Buy |
+2,800
| New | +$200K | 0.07% | 158 |
|
|
2022
Q1 | – | Sell |
-4,995
| Closed | -$291K | – | 158 |
|
|
2021
Q4 | $291K | Buy |
+4,995
| New | +$291K | 0.13% | 122 |
|
|
2021
Q2 | – | Sell |
-4,995
| Closed | -$248K | – | 150 |
|
|
2021
Q1 | $248K | Hold |
4,995
| – | – | 0.13% | 122 |
|
|
2020
Q4 | $250K | Buy |
4,995
+195
| +4% | +$9.76K | 0.14% | 118 |
|
|
2020
Q3 | $263K | Sell |
4,800
-900
| -16% | -$49.3K | 0.16% | 97 |
|
|
2020
Q2 | $301K | Hold |
5,700
| – | – | 0.18% | 80 |
|
|
2020
Q1 | $255K | Hold |
5,700
| – | – | 0.2% | 82 |
|
|
2019
Q4 | $284K | Hold |
5,700
| – | – | 0.16% | 95 |
|
|
2019
Q3 | $248K | Hold |
5,700
| – | – | 0.15% | 102 |
|
|
2019
Q2 | $229K | Hold |
5,700
| – | – | 0.14% | 105 |
|
|
2019
Q1 | $216K | Hold |
5,700
| – | – | 0.14% | 113 |
|
|
2018
Q4 | $216K | Buy |
+5,700
| New | +$216K | 0.16% | 101 |
|