Axxcess Wealth Management’s AstraZeneca AZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.4M | Sell |
19,989
-1,626
| -8% | -$114K | 0.03% | 349 |
|
|
2025
Q1 | $1.59M | Buy |
21,615
+1,221
| +6% | +$89.7K | 0.04% | 299 |
|
|
2024
Q4 | $1.34M | Sell |
20,394
-614
| -3% | -$40.2K | 0.03% | 348 |
|
|
2024
Q3 | $1.64M | Sell |
21,008
-67
| -0.3% | -$5.22K | 0.04% | 304 |
|
|
2024
Q2 | $1.64M | Sell |
21,075
-2,751
| -12% | -$215K | 0.04% | 286 |
|
|
2024
Q1 | $1.61M | Sell |
23,826
-220
| -0.9% | -$14.9K | 0.04% | 288 |
|
|
2023
Q4 | $1.62M | Buy |
24,046
+5,362
| +29% | +$361K | 0.05% | 276 |
|
|
2023
Q3 | $1.27M | Buy |
18,684
+12,118
| +185% | +$821K | 0.04% | 274 |
|
|
2023
Q2 | $470K | Sell |
6,566
-5,640
| -46% | -$404K | 0.03% | 364 |
|
|
2023
Q1 | $847K | Buy |
12,206
+6,898
| +130% | +$479K | 0.06% | 254 |
|
|
2022
Q4 | $360K | Buy |
+5,308
| New | +$360K | 0.03% | 421 |
|
|
2022
Q3 | – | Sell |
-3,309
| Closed | -$219K | – | 546 |
|
|
2022
Q2 | $219K | Buy |
+3,309
| New | +$219K | 0.02% | 475 |
|