Wealthspire Advisors (Maryland)’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $274K | Sell |
5,004
-9,766
| -66% | -$535K | 0.01% | 359 |
|
|
2020
Q2 | $781K | Sell |
14,770
-1,903
| -11% | -$101K | 0.06% | 191 |
|
|
2020
Q1 | $745K | Sell |
16,673
-2,614
| -14% | -$117K | 0.06% | 180 |
|
|
2019
Q4 | $962K | Buy |
19,287
+918
| +5% | +$45.8K | 0.06% | 179 |
|
|
2019
Q3 | $819K | Sell |
18,369
-70
| -0.4% | -$3.12K | 0.06% | 171 |
|
|
2019
Q2 | $761K | Sell |
18,439
-453
| -2% | -$18.7K | 0.06% | 178 |
|
|
2019
Q1 | $764K | Sell |
18,892
-2,935
| -13% | -$119K | 0.06% | 172 |
|
|
2018
Q4 | $829K | Sell |
21,827
-3,961
| -15% | -$150K | 0.07% | 141 |
|
|
2018
Q3 | $1.02M | Buy |
25,788
+417
| +2% | +$16.5K | 0.08% | 135 |
|
|
2018
Q2 | $891K | Buy |
25,371
+124
| +0.5% | +$4.36K | 0.08% | 138 |
|
|
2018
Q1 | $883K | Sell |
25,247
-1,056
| -4% | -$36.9K | 0.08% | 145 |
|
|
2017
Q4 | $913K | Buy |
26,303
+21,438
| +441% | +$744K | 0.09% | 145 |
|
|
2017
Q3 | $165K | Buy |
4,865
+613
| +14% | +$20.8K | 0.02% | 542 |
|
|
2017
Q2 | $145K | Buy |
4,252
+1,769
| +71% | +$60.3K | 0.02% | 556 |
|
|
2017
Q1 | $77K | Buy |
2,483
+1,207
| +95% | +$37.4K | 0.01% | 675 |
|
|
2016
Q4 | $35K | Buy |
1,276
+462
| +57% | +$12.7K | 0.01% | 859 |
|
|
2016
Q3 | $27K | Hold |
814
| – | – | ﹤0.01% | 966 |
|
|
2016
Q2 | $25K | Buy |
814
+70
| +9% | +$2.15K | ﹤0.01% | 919 |
|
|
2016
Q1 | $21K | Sell |
744
-59
| -7% | -$1.67K | ﹤0.01% | 952 |
|
|
2015
Q4 | $27K | Buy |
+803
| New | +$27K | 0.01% | 876 |
|