Avitas Wealth Management’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.93M | Sell |
29,409
-18,936
| -39% | -$1.24M | 0.27% | 95 |
|
|
2024
Q3 | $3.77M | Buy |
48,345
+542
| +1% | +$42.2K | 0.53% | 48 |
|
|
2024
Q2 | $3.73M | Buy |
47,803
+8,947
| +23% | +$698K | 0.55% | 44 |
|
|
2024
Q1 | $2.63M | Buy |
38,856
+403
| +1% | +$27.3K | 0.4% | 63 |
|
|
2023
Q4 | $2.59M | Buy |
38,453
+10,391
| +37% | +$700K | 0.43% | 62 |
|
|
2023
Q3 | $1.9M | Buy |
+28,062
| New | +$1.9M | 0.36% | 80 |
|
|
2022
Q3 | – | Sell |
-3,987
| Closed | -$263K | – | 184 |
|
|
2022
Q2 | $263K | Buy |
+3,987
| New | +$263K | 0.06% | 172 |
|