Beverly Hills Private Wealth’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $426K | Sell |
6,089
-679
| -10% | -$47.5K | 0.08% | 199 |
|
|
2025
Q1 | $497K | Sell |
6,768
-99
| -1% | -$7.28K | 0.1% | 175 |
|
|
2024
Q4 | $450K | Sell |
6,867
-129
| -2% | -$8.45K | 0.09% | 183 |
|
|
2024
Q3 | $545K | Sell |
6,996
-1,222
| -15% | -$95.2K | 0.11% | 173 |
|
|
2024
Q2 | $641K | Sell |
8,218
-722
| -8% | -$56.3K | 0.14% | 157 |
|
|
2024
Q1 | $606K | Sell |
8,940
-468
| -5% | -$31.7K | 0.14% | 158 |
|
|
2023
Q4 | $634K | Sell |
9,408
-436
| -4% | -$29.4K | 0.17% | 135 |
|
|
2023
Q3 | $667K | Sell |
9,844
-15,535
| -61% | -$1.05M | 0.2% | 111 |
|
|
2023
Q2 | $1.76M | Buy |
25,379
+11,968
| +89% | +$831K | 0.29% | 82 |
|
|
2023
Q1 | $931K | Buy |
13,411
+1,823
| +16% | +$127K | 0.29% | 88 |
|
|
2022
Q4 | $786K | Buy |
+11,588
| New | +$786K | 0.34% | 82 |
|