Baker Tilly 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 | $659K | Buy |
9,434
+8
| +0.1% | +$559 | 0.24% | 100 |
|
|
2025
Q1 | $693K | Sell |
9,426
-39
| -0.4% | -$2.87K | 0.27% | 94 |
|
|
2024
Q4 | $620K | Buy |
9,465
+1,165
| +14% | +$76.3K | 0.24% | 99 |
|
|
2024
Q3 | $647K | Buy |
8,300
+1,540
| +23% | +$120K | 0.29% | 88 |
|
|
2024
Q2 | $527K | Sell |
6,760
-3,074
| -31% | -$240K | 0.22% | 112 |
|
|
2024
Q1 | $666K | Buy |
9,834
+3
| +0% | +$203 | 0.12% | 187 |
|
|
2023
Q4 | $662K | Buy |
9,831
+5,239
| +114% | +$353K | 0.11% | 213 |
|
|
2023
Q3 | $311K | Buy |
+4,592
| New | +$311K | 0.05% | 359 |
|
|
2021
Q2 | – | Sell |
-4,042
| Closed | -$201K | – | 492 |
|
|
2021
Q1 | $201K | Buy |
+4,042
| New | +$201K | 0.04% | 448 |
|