Accurate Wealth Management’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $610K | Buy |
8,498
+6
| +0.1% | +$431 | 0.09% | 225 |
|
|
2025
Q1 | $563K | Buy |
8,492
+29
| +0.3% | +$1.92K | 0.11% | 192 |
|
|
2024
Q4 | $567K | Buy |
8,463
+275
| +3% | +$18.4K | 0.11% | 186 |
|
|
2024
Q3 | $637K | Buy |
8,188
+224
| +3% | +$17.4K | 0.13% | 160 |
|
|
2024
Q2 | $622K | Buy |
7,964
+64
| +0.8% | +$5K | 0.15% | 144 |
|
|
2024
Q1 | $542K | Buy |
7,900
+40
| +0.5% | +$2.74K | 0.16% | 140 |
|
|
2023
Q4 | $544K | Buy |
7,860
+3
| +0% | +$208 | 0.17% | 124 |
|
|
2023
Q3 | $544K | Sell |
7,857
-44
| -0.6% | -$3.05K | 0.17% | 127 |
|
|
2023
Q2 | $532K | Sell |
7,901
-203
| -3% | -$13.7K | 0.17% | 126 |
|
|
2023
Q1 | $584K | Buy |
8,104
+7,684
| +1,830% | +$554K | 0.2% | 119 |
|
|
2022
Q4 | $30.1K | Buy |
+420
| New | +$30.1K | 0.01% | 568 |
|