Barlow Wealth Partners’s AstraZeneca AZN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-240,887
Closed -$18.5M 138
2024
Q3
$18.5M Buy
240,887
+4,799
+2% +$369K 2.42% 12
2024
Q2
$18.8M Buy
236,088
+92,667
+65% +$7.39M 2.61% 11
2024
Q1
$9.89M Buy
+143,421
New +$9.89M 1.35% 38