Winslow Evans & Crocker’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $50K | Sell |
999
-12
| -1% | -$601 | 0.01% | 597 |
|
|
2020
Q3 | $55K | Buy |
1,011
+48
| +5% | +$2.61K | 0.01% | 447 |
|
|
2020
Q2 | $51K | Sell |
963
-1
| -0.1% | -$53 | 0.01% | 459 |
|
|
2020
Q1 | $46K | Sell |
964
-22
| -2% | -$1.05K | 0.02% | 437 |
|
|
2019
Q4 | $52K | Hold |
986
| – | – | 0.01% | 495 |
|
|
2019
Q3 | $46K | Sell |
986
-64
| -6% | -$2.99K | 0.01% | 508 |
|
|
2019
Q2 | $44K | Buy |
1,050
+388
| +59% | +$16.3K | 0.01% | 535 |
|
|
2019
Q1 | $28K | Buy |
662
+40
| +6% | +$1.69K | 0.01% | 595 |
|
|
2018
Q4 | $26K | Hold |
622
| – | – | 0.01% | 578 |
|
|
2018
Q3 | $26K | Hold |
622
| – | – | 0.01% | 606 |
|
|
2018
Q2 | $24K | Hold |
622
| – | – | 0.01% | 633 |
|
|
2018
Q1 | $21.8K | Hold |
622
| – | – | 0.01% | 632 |
|
|
2017
Q4 | $21.6K | Hold |
622
| – | – | 0.01% | 642 |
|
|
2017
Q3 | $21.1K | Hold |
622
| – | – | 0.01% | 643 |
|
|
2017
Q2 | $21.2K | Hold |
622
| – | – | 0.01% | 734 |
|
|
2017
Q1 | $19.4K | Buy |
622
+200
| +47% | +$6.23K | 0.01% | 741 |
|
|
2016
Q4 | $11.5K | Hold |
422
| – | – | ﹤0.01% | 847 |
|
|
2016
Q3 | $13.9K | Hold |
422
| – | – | ﹤0.01% | 824 |
|
|
2016
Q2 | $12.7K | Hold |
422
| – | – | ﹤0.01% | 815 |
|
|
2016
Q1 | $11.9K | Sell |
422
-600
| -59% | -$16.9K | ﹤0.01% | 838 |
|
|
2015
Q4 | $34.7K | Hold |
1,022
| – | – | 0.01% | 604 |
|
|
2015
Q3 | $32.5K | Sell |
1,022
-2
| -0.2% | -$64 | 0.01% | 592 |
|
|
2015
Q2 | $32.6K | Sell |
1,024
-116
| -10% | -$3.69K | 0.01% | 644 |
|
|
2015
Q1 | $38.9K | Hold |
1,140
| – | – | 0.01% | 594 |
|
|
2014
Q4 | $40K | Buy |
1,140
+116
| +11% | +$4.07K | 0.01% | 580 |
|
|
2014
Q3 | $36.5K | Sell |
1,024
-516
| -34% | -$18.4K | 0.01% | 622 |
|
|
2014
Q2 | $57.2K | Hold |
1,540
| – | – | 0.02% | 470 |
|
|
2014
Q1 | $50K | Buy |
1,540
+182
| +13% | +$5.9K | 0.02% | 489 |
|
|
2013
Q4 | $40K | Buy |
+1,358
| New | +$40K | 0.01% | 546 |
|