Beaird Harris 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 | $133K | Buy |
1,903
+105
| +6% | +$7.34K | 0.01% | 156 |
|
|
2025
Q1 | $132K | Sell |
1,798
-53
| -3% | -$3.9K | 0.01% | 145 |
|
|
2024
Q4 | $121K | Hold |
1,851
| – | – | 0.01% | 155 |
|
|
2024
Q3 | $144K | Sell |
1,851
-1
| -0.1% | -$78 | 0.01% | 152 |
|
|
2024
Q2 | $144K | Buy |
1,852
+1
| +0.1% | +$78 | 0.01% | 143 |
|
|
2024
Q1 | $125K | Hold |
1,851
| – | – | 0.01% | 142 |
|
|
2023
Q4 | $125K | Buy |
1,851
+151
| +9% | +$10.2K | 0.01% | 130 |
|
|
2023
Q3 | $115K | Hold |
1,700
| – | – | 0.01% | 123 |
|
|
2023
Q2 | $122K | Hold |
1,700
| – | – | 0.01% | 126 |
|
|
2023
Q1 | $118K | Hold |
1,700
| – | – | 0.02% | 120 |
|
|
2022
Q4 | $115K | Hold |
1,700
| – | – | 0.02% | 122 |
|
|
2022
Q3 | $93K | Hold |
1,700
| – | – | 0.02% | 119 |
|
|
2022
Q2 | $112K | Sell |
1,700
-182
| -10% | -$12K | 0.03% | 88 |
|
|
2022
Q1 | $125K | Buy |
1,882
+182
| +11% | +$12.1K | 0.05% | 112 |
|
|
2021
Q4 | $99K | Buy |
+1,700
| New | +$99K | 0.04% | 167 |
|