AA Financial Advisors’s AstraZeneca AZN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$598K Buy
8,563
+1,530
+22% +$107K 0.13% 99
2025
Q1
$517K Sell
7,033
-677
-9% -$49.8K 0.13% 100
2024
Q4
$505K Hold
7,710
0.13% 99
2024
Q3
$601K Buy
7,710
+752
+11% +$58.6K 0.17% 90
2024
Q2
$543K Sell
6,958
-17
-0.2% -$1.33K 0.19% 93
2024
Q1
$473K Buy
+6,975
New +$473K 0.19% 96