Wealthcare Advisory Partners’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $246K | Sell |
3,514
-209
| -6% | -$14.6K | 0.01% | 862 |
|
|
2025
Q1 | $274K | Buy |
3,723
+424
| +13% | +$31.2K | 0.01% | 771 |
|
|
2024
Q4 | $216K | Sell |
3,299
-2,361
| -42% | -$155K | 0.01% | 833 |
|
|
2024
Q3 | $441K | Sell |
5,660
-198
| -3% | -$15.4K | 0.01% | 596 |
|
|
2024
Q2 | $457K | Sell |
5,858
-278
| -5% | -$21.7K | 0.01% | 557 |
|
|
2024
Q1 | $416K | Buy |
6,136
+543
| +10% | +$36.8K | 0.01% | 573 |
|
|
2023
Q4 | $377K | Sell |
5,593
-1,247
| -18% | -$84K | 0.02% | 546 |
|
|
2023
Q3 | $463K | Sell |
6,840
-220
| -3% | -$14.9K | 0.02% | 450 |
|
|
2023
Q2 | $505K | Sell |
7,060
-312
| -4% | -$22.3K | 0.02% | 446 |
|
|
2023
Q1 | $512K | Sell |
7,372
-375
| -5% | -$26K | 0.02% | 454 |
|
|
2022
Q4 | $525K | Buy |
7,747
+276
| +4% | +$18.7K | 0.03% | 411 |
|
|
2022
Q3 | $410K | Buy |
7,471
+919
| +14% | +$50.4K | 0.02% | 411 |
|
|
2022
Q2 | $433K | Sell |
6,552
-258
| -4% | -$17.1K | 0.03% | 354 |
|
|
2022
Q1 | $452K | Sell |
6,810
-437
| -6% | -$29K | 0.03% | 328 |
|
|
2021
Q4 | $422K | Buy |
7,247
+571
| +9% | +$33.3K | 0.03% | 349 |
|
|
2021
Q3 | $401K | Buy |
6,676
+1,740
| +35% | +$105K | 0.03% | 357 |
|
|
2021
Q2 | $296K | Sell |
4,936
-365
| -7% | -$21.9K | 0.02% | 431 |
|
|
2021
Q1 | $264K | Buy |
5,301
+771
| +17% | +$38.4K | 0.02% | 421 |
|
|
2020
Q4 | $226K | Sell |
4,530
-290
| -6% | -$14.5K | 0.02% | 374 |
|
|
2020
Q3 | $264K | Buy |
4,820
+567
| +13% | +$31.1K | 0.03% | 290 |
|
|
2020
Q2 | $225K | Buy |
4,253
+300
| +8% | +$15.9K | 0.03% | 278 |
|
|
2020
Q1 | $177K | Buy |
3,953
+335
| +9% | +$15K | 0.03% | 275 |
|
|
2019
Q4 | $180K | Hold |
3,618
| – | – | 0.02% | 314 |
|
|
2019
Q3 | $161K | Buy |
3,618
+299
| +9% | +$13.3K | 0.02% | 311 |
|
|
2019
Q2 | $137K | Hold |
3,319
| – | – | 0.02% | 325 |
|
|
2019
Q1 | $134K | Sell |
3,319
-786
| -19% | -$31.7K | 0.02% | 290 |
|
|
2018
Q4 | $156K | Sell |
4,105
-677
| -14% | -$25.7K | 0.03% | 244 |
|
|
2018
Q3 | $189K | Hold |
4,782
| – | – | 0.03% | 230 |
|
|
2018
Q2 | $168K | Buy |
4,782
+300
| +7% | +$10.5K | 0.03% | 241 |
|
|
2018
Q1 | $157K | Sell |
4,482
-1,125
| -20% | -$39.4K | 0.04% | 223 |
|
|
2017
Q4 | $195K | Buy |
5,607
+182
| +3% | +$6.33K | 0.05% | 184 |
|
|
2017
Q3 | $184K | Buy |
+5,425
| New | +$184K | 0.05% | 155 |
|