AG
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Advocate Group’s AstraZeneca AZN Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$878K Sell
12,564
-122
-1% -$8.53K 0.16% 82
2025
Q1
$932K Hold
12,686
0.17% 80
2024
Q4
$831K Sell
12,686
-6
-0% -$393 0.16% 79
2024
Q3
$989K Sell
12,692
-25
-0.2% -$1.95K 0.18% 80
2024
Q2
$992K Hold
12,717
0.2% 79
2024
Q1
$862K Sell
12,717
-243
-2% -$16.5K 0.17% 82
2023
Q4
$873K Sell
12,960
-1,005
-7% -$67.7K 0.19% 81
2023
Q3
$946K Sell
13,965
-481
-3% -$32.6K 0.22% 80
2023
Q2
$1.03M Sell
14,446
-487
-3% -$34.9K 0.23% 78
2023
Q1
$1.04M Sell
14,933
-1,111
-7% -$77.1K 0.23% 75
2022
Q4
$1.09M Sell
16,044
-1,199
-7% -$81.3K 0.23% 74
2022
Q3
$946K Sell
17,243
-260
-1% -$14.3K 0.23% 72
2022
Q2
$1.16M Buy
+17,503
New +$1.16M 0.27% 70