Aries 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	$667K	Hold	9,548	–	–	0.17%	113
2025 Q1	$702K	Sell	9,548 -30	-0.3%	-$2.21K	0.19%	111
2024 Q4	$628K	Hold	9,578	–	–	0.17%	122
2024 Q3	$746K	Sell	9,578 -892	-9%	-$69.5K	0.21%	106
2024 Q2	$817K	Hold	10,470	–	–	0.26%	97
2024 Q1	$709K	Hold	10,470	–	–	0.23%	100
2023 Q4	$705K	Sell	10,470 -9	-0.1%	-$606	0.25%	93
2023 Q3	$711K	Buy	10,479 +633	+6%	+$42.9K	0.28%	89
2023 Q2	$705K	Hold	9,846	–	–	0.27%	93
2023 Q1	$683K	Hold	9,846	–	–	0.28%	91
2022 Q4	$668K	Hold	9,846	–	–	0.29%	90
2022 Q3	$579K	Sell	9,846 -184	-2%	-$10.8K	0.26%	95
2022 Q2	$663K	Buy	+10,030	New	+$663K	0.3%	76
2022 Q1	–	Sell	-10,030	Closed	-$584K	–	83
2021 Q4	$584K	Sell	10,030 -1,441	-13%	-$83.9K	0.22%	100
2021 Q3	$689K	Buy	11,471 +431	+4%	+$25.9K	0.29%	81
2021 Q2	$661K	Sell	11,040 -655	-6%	-$39.2K	0.28%	83
2021 Q1	$583K	Buy	11,695 +1,665	+17%	+$83K	0.26%	88
2020 Q4	$510K	Hold	10,030	–	–	0.25%	89
2020 Q3	$550K	Hold	10,030	–	–	0.31%	79
2020 Q2	$530K	Hold	10,030	–	–	0.32%	76
2020 Q1	$439K	Hold	10,030	–	–	0.33%	74
2019 Q4	$500K	Hold	10,030	–	–	0.31%	77
2019 Q3	$437K	Hold	10,030	–	–	0.29%	86
2019 Q2	$411K	Hold	10,030	–	–	0.29%	91
2019 Q1	$406K	Hold	10,030	–	–	0.3%	80
2018 Q4	$381K	Hold	10,030	–	–	0.4%	67
2018 Q3	$397K	Hold	10,030	–	–	0.36%	72
2018 Q2	$392K	Hold	10,030	–	–	0.36%	75
2018 Q1	$368K	Hold	10,030	–	–	0.36%	77
2017 Q4	$355K	Buy	+10,030	New	+$355K	0.33%	83