Baron 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 |
-3,243
| Closed | -$212K | – | 214 |
|
|
2024
Q4 | $212K | Sell |
3,243
-2,179
| -40% | -$143K | 0.1% | 172 |
|
|
2024
Q3 | $422K | Sell |
5,422
-43
| -0.8% | -$3.35K | 0.2% | 77 |
|
|
2024
Q2 | $426K | Sell |
5,465
-422
| -7% | -$32.9K | 0.22% | 70 |
|
|
2024
Q1 | $399K | Buy |
5,887
+293
| +5% | +$19.9K | 0.21% | 76 |
|
|
2023
Q4 | $377K | Buy |
5,594
+322
| +6% | +$21.7K | 0.21% | 75 |
|
|
2023
Q3 | $357K | Buy |
5,272
+543
| +11% | +$36.8K | 0.23% | 75 |
|
|
2023
Q2 | $338K | Buy |
4,729
+571
| +14% | +$40.9K | 0.21% | 79 |
|
|
2023
Q1 | $289K | Buy |
+4,158
| New | +$289K | 0.2% | 88 |
|