Aptus Capital 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 | $371K | Sell |
5,316
-1,361
| -20% | -$95.1K | ﹤0.01% | 749 |
|
|
2025
Q1 | $491K | Buy |
6,677
+335
| +5% | +$24.6K | 0.01% | 638 |
|
|
2024
Q4 | $416K | Buy |
6,342
+3,736
| +143% | +$245K | ﹤0.01% | 680 |
|
|
2024
Q3 | $203K | Sell |
2,606
-3
| -0.1% | -$234 | ﹤0.01% | 761 |
|
|
2024
Q2 | $203K | Buy |
+2,609
| New | +$203K | ﹤0.01% | 730 |
|