Avior 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
Q1 | – | Sell |
-1,704
| Closed | -$112K | – | 868 |
|
|
2024
Q4 | $112K | Sell |
1,704
-583
| -25% | -$38.2K | ﹤0.01% | 858 |
|
|
2024
Q3 | $178K | Sell |
2,287
-213
| -9% | -$16.6K | 0.01% | 728 |
|
|
2024
Q2 | $195K | Buy |
2,500
+85
| +4% | +$6.63K | 0.01% | 676 |
|
|
2024
Q1 | $164K | Buy |
2,415
+2,396
| +12,611% | +$162K | 0.01% | 773 |
|
|
2023
Q4 | $1.35K | Hold |
19
| – | – | ﹤0.01% | 1349 |
|
|
2023
Q3 | $1.35K | Hold |
19
| – | – | ﹤0.01% | 1420 |
|
|
2023
Q2 | $1.42K | Hold |
19
| – | – | ﹤0.01% | 1385 |
|
|
2023
Q1 | $1.38K | Hold |
19
| – | – | ﹤0.01% | 1432 |
|
|
2022
Q4 | $1.33K | Hold |
19
| – | – | ﹤0.01% | 1088 |
|
|
2022
Q3 | $1K | Hold |
19
| – | – | ﹤0.01% | 1057 |
|
|
2022
Q2 | $1K | Hold |
19
| – | – | ﹤0.01% | 973 |
|
|
2022
Q1 | $1K | Hold |
19
| – | – | ﹤0.01% | 1011 |
|
|
2021
Q4 | $1K | Hold |
19
| – | – | ﹤0.01% | 1003 |
|
|
2021
Q3 | $1K | Buy |
+19
| New | +$1K | ﹤0.01% | 973 |
|
|
2021
Q1 | – | Sell |
-617
| Closed | -$30K | – | 1004 |
|
|
2020
Q4 | $30K | Buy |
+617
| New | +$30K | ﹤0.01% | 548 |
|