BKM 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 | $501K | Sell |
7,165
-252
| -3% | -$17.6K | 0.2% | 105 |
|
|
2025
Q1 | $545K | Buy |
7,417
+843
| +13% | +$62K | 0.22% | 103 |
|
|
2024
Q4 | $431K | Buy |
6,574
+24
| +0.4% | +$1.57K | 0.18% | 115 |
|
|
2024
Q3 | $510K | Sell |
6,550
-33,385
| -84% | -$2.6M | 0.21% | 115 |
|
|
2024
Q2 | $524K | Buy |
39,935
+33,723
| +543% | +$442K | 0.25% | 104 |
|
|
2024
Q1 | $421K | Buy |
6,212
+2,599
| +72% | +$176K | 0.18% | 118 |
|
|
2023
Q4 | $243K | Buy |
+3,613
| New | +$243K | 0.1% | 143 |
|