Altus 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 | – | Sell |
-4,243
| Closed | -$312K | – | 32 |
|
|
2025
Q1 | $312K | Hold |
4,243
| – | – | 0.15% | 33 |
|
|
2024
Q4 | $278K | Hold |
4,243
| – | – | 0.12% | 36 |
|
|
2024
Q3 | $331K | Hold |
4,243
| – | – | 0.16% | 33 |
|
|
2024
Q2 | $331K | Hold |
4,243
| – | – | 0.16% | 31 |
|
|
2024
Q1 | $287K | Hold |
4,243
| – | – | 0.15% | 33 |
|
|
2023
Q4 | $286K | Hold |
4,243
| – | – | 0.17% | 33 |
|
|
2023
Q3 | $287K | Hold |
4,243
| – | – | 0.2% | 29 |
|
|
2023
Q2 | $304K | Hold |
4,243
| – | – | 0.24% | 22 |
|
|
2023
Q1 | $295K | Hold |
4,243
| – | – | 0.24% | 22 |
|
|
2022
Q4 | $288K | Hold |
4,243
| – | – | 0.25% | 21 |
|
|
2022
Q3 | $233K | Hold |
4,243
| – | – | 0.2% | 29 |
|
|
2022
Q2 | $280K | Hold |
4,243
| – | – | 0.22% | 29 |
|
|
2022
Q1 | $281K | Hold |
4,243
| – | – | 0.19% | 31 |
|
|
2021
Q4 | $247K | Hold |
4,243
| – | – | 0.15% | 32 |
|
|
2021
Q3 | $255K | Hold |
4,243
| – | – | 0.16% | 32 |
|
|
2021
Q2 | $254K | Hold |
4,243
| – | – | 0.16% | 31 |
|
|
2021
Q1 | $211K | Hold |
4,243
| – | – | 0.15% | 32 |
|
|
2020
Q4 | $212K | Hold |
4,243
| – | – | 0.16% | 31 |
|
|
2020
Q3 | $233K | Hold |
4,243
| – | – | 0.21% | 29 |
|
|
2020
Q2 | $224K | Buy |
+4,243
| New | +$224K | 0.25% | 26 |
|
|
2020
Q1 | – | Sell |
-4,243
| Closed | -$212K | – | 26 |
|
|
2019
Q4 | $212K | Buy |
+4,243
| New | +$212K | 0.21% | 32 |
|