Advisor OS’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,901
| Closed | -$213K | – | 451 |
|
|
2025
Q1 | $213K | Buy |
+2,901
| New | +$213K | 0.02% | 396 |
|
|
2024
Q4 | – | Sell |
-5,260
| Closed | -$410K | – | 410 |
|
|
2024
Q3 | $410K | Sell |
5,260
-357
| -6% | -$27.8K | 0.04% | 275 |
|
|
2024
Q2 | $438K | Buy |
5,617
+226
| +4% | +$17.6K | 0.05% | 251 |
|
|
2024
Q1 | $365K | Buy |
5,391
+276
| +5% | +$18.7K | 0.04% | 277 |
|
|
2023
Q4 | $345K | Buy |
5,115
+309
| +6% | +$20.8K | 0.04% | 243 |
|
|
2023
Q3 | $325K | Buy |
4,806
+423
| +10% | +$28.6K | 0.05% | 223 |
|
|
2023
Q2 | $314K | Buy |
4,383
+177
| +4% | +$12.7K | 0.05% | 233 |
|
|
2023
Q1 | $292K | Sell |
4,206
-18
| -0.4% | -$1.25K | 0.07% | 196 |
|
|
2022
Q4 | $286K | Buy |
4,224
+487
| +13% | +$33K | 0.08% | 180 |
|
|
2022
Q3 | $206K | Buy |
+3,737
| New | +$206K | 0.06% | 193 |
|