Aaron Wealth 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 | $1.47M | Buy |
21,079
+570
| +3% | +$39.8K | 0.15% | 91 |
|
|
2025
Q1 | $1.51M | Buy |
20,509
+1,667
| +9% | +$123K | 0.17% | 83 |
|
|
2024
Q4 | $1.23M | Buy |
18,842
+1,440
| +8% | +$94.3K | 0.14% | 93 |
|
|
2024
Q3 | $1.36M | Buy |
17,402
+3,599
| +26% | +$280K | 0.16% | 85 |
|
|
2024
Q2 | $1.08M | Buy |
13,803
+2,161
| +19% | +$169K | 0.15% | 93 |
|
|
2024
Q1 | $789K | Buy |
11,642
+6,475
| +125% | +$439K | 0.11% | 113 |
|
|
2023
Q4 | $348K | Buy |
5,167
+1,354
| +36% | +$91.2K | 0.06% | 175 |
|
|
2023
Q3 | $258K | Sell |
3,813
-794
| -17% | -$53.8K | 0.03% | 215 |
|
|
2023
Q2 | $330K | Buy |
4,607
+804
| +21% | +$57.5K | 0.04% | 196 |
|
|
2023
Q1 | $264K | Buy |
3,803
+456
| +14% | +$31.7K | 0.04% | 211 |
|
|
2022
Q4 | $227K | Buy |
+3,347
| New | +$227K | 0.03% | 223 |
|
|
2022
Q3 | – | Sell |
-3,796
| Closed | -$250K | – | 225 |
|
|
2022
Q2 | $250K | Sell |
3,796
-248,362
| -98% | -$16.4M | 0.06% | 168 |
|
|
2022
Q1 | $3.8M | Buy |
+252,158
| New | +$3.8M | 0.05% | 152 |
|