WR Wealth Planners’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $190K | Sell |
2,901
-282
| -9% | -$18.5K | 0.06% | 159 |
|
|
2024
Q3 | $248K | Buy |
3,183
+1
| +0% | +$78 | 0.07% | 157 |
|
|
2024
Q2 | $248K | Buy |
3,182
+32
| +1% | +$2.5K | 0.08% | 148 |
|
|
2024
Q1 | $213K | Sell |
3,150
-528
| -14% | -$35.8K | 0.07% | 162 |
|
|
2023
Q4 | $248K | Buy |
3,678
+637
| +21% | +$42.9K | 0.09% | 155 |
|
|
2023
Q3 | $206K | Hold |
3,041
| – | – | 0.08% | 163 |
|
|
2023
Q2 | $218K | Sell |
3,041
-4
| -0.1% | -$286 | 0.08% | 159 |
|
|
2023
Q1 | $211K | Buy |
3,045
+2,905
| +2,075% | +$202K | 0.09% | 148 |
|
|
2022
Q4 | $9.49K | Hold |
140
| – | – | 0.01% | 273 |
|
|
2022
Q3 | $7.68K | Hold |
140
| – | – | 0.01% | 281 |
|
|
2022
Q2 | $9.25K | Hold |
140
| – | – | 0.01% | 289 |
|
|
2022
Q1 | $9.29K | Buy |
+140
| New | +$9.29K | 0.01% | 306 |
|