AFW
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Avantra Family Wealth’s AstraZeneca AZN Stock Holding History

Avantra Family Wealth’s Portfolio AZN Stock Details AZN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$465K Buy
6,647
+278
+4% +$19.4K 0.38% 72
2025
Q1 		$468K Sell
6,369
-2,731
-30% -$201K 0.45% 79
2024
Q4 		$596K Buy
+9,100
New +$596K 0.56% 57