WealthPLAN Partners’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,260
| Closed | -$90.2K | – | 370 |
|
|
2023
Q2 | $90.2K | Hold |
1,260
| – | – | 0.01% | 416 |
|
|
2023
Q1 | $87.5K | Sell |
1,260
-84,727
| -99% | -$5.88M | 0.01% | 456 |
|
|
2022
Q4 | $6.05M | Buy |
+85,987
| New | +$6.05M | 0.42% | 62 |
|
|
2022
Q1 | $5M | Buy |
75,353
+1,433
| +2% | +$95.1K | 0.35% | 75 |
|
|
2021
Q4 | $4.3M | Hold |
73,920
| – | – | 0.28% | 80 |
|
|
2021
Q3 | $4.05M | Sell |
73,920
-8
| -0% | -$438 | 0.27% | 83 |
|
|
2021
Q2 | $4.19M | Buy |
73,928
+13,719
| +23% | +$777K | 0.29% | 75 |
|
|
2021
Q1 | $3.19M | Buy |
60,209
+20,987
| +54% | +$1.11M | 0.25% | 80 |
|
|
2020
Q4 | $1.98M | Buy |
39,222
+1,614
| +4% | +$81.3K | 0.17% | 98 |
|
|
2020
Q3 | $2.14M | Buy |
37,608
+89
| +0.2% | +$5.06K | 0.21% | 91 |
|
|
2020
Q2 | $2.09M | Sell |
37,519
-5,109
| -12% | -$285K | 0.22% | 89 |
|
|
2020
Q1 | $2.28M | Buy |
42,628
+2,045
| +5% | +$109K | 0.3% | 78 |
|
|
2019
Q4 | $2.01M | Sell |
40,583
-6,033
| -13% | -$299K | 0.24% | 84 |
|
|
2019
Q3 | $2.23M | Sell |
46,616
-26,260
| -36% | -$1.26M | 0.3% | 79 |
|
|
2019
Q2 | $3.27M | Buy |
72,876
+21,162
| +41% | +$949K | 0.49% | 61 |
|
|
2019
Q1 | $1.95M | Buy |
51,714
+1,365
| +3% | +$51.4K | 0.3% | 80 |
|
|
2018
Q4 | $2.06M | Buy |
50,349
+16,051
| +47% | +$657K | 0.33% | 77 |
|
|
2018
Q3 | $1.38M | Sell |
34,298
-21,192
| -38% | -$855K | 0.25% | 82 |
|
|
2018
Q2 | $1.95M | Buy |
55,490
+17,709
| +47% | +$622K | 0.4% | 72 |
|
|
2018
Q1 | $1.32M | Buy |
+37,781
| New | +$1.32M | 0.29% | 87 |
|