BOPW
Brandywine Oak Private Wealth’s AstraZeneca AZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.64M | Buy |
66,470
+946
| +1% | +$66.1K | 0.43% | 33 |
|
|
2025
Q1 | $4.82M | Sell |
65,524
-2,125
| -3% | -$156K | 0.47% | 32 |
|
|
2024
Q4 | $4.43M | Buy |
67,649
+43
| +0.1% | +$2.82K | 0.43% | 35 |
|
|
2024
Q3 | $5.27M | Sell |
67,606
-12,824
| -16% | -$999K | 0.51% | 32 |
|
|
2024
Q2 | $6.27M | Sell |
80,430
-3,932
| -5% | -$307K | 0.64% | 24 |
|
|
2024
Q1 | $5.72M | Sell |
84,362
-16
| -0% | -$1.08K | 0.6% | 25 |
|
|
2023
Q4 | $5.68M | Sell |
84,378
-381
| -0.4% | -$25.7K | 0.63% | 23 |
|
|
2023
Q3 | $5.74M | Sell |
84,759
-3,167
| -4% | -$214K | 0.67% | 23 |
|
|
2023
Q2 | $6.29M | Sell |
87,926
-1,631
| -2% | -$117K | 0.7% | 23 |
|
|
2023
Q1 | $6.22M | Buy |
89,557
+57,619
| +180% | +$4M | 0.73% | 23 |
|
|
2022
Q4 | $2.17M | Sell |
31,938
-3,640
| -10% | -$247K | 0.27% | 57 |
|
|
2022
Q3 | $1.95M | Sell |
35,578
-1,264
| -3% | -$69.3K | 0.26% | 61 |
|
|
2022
Q2 | $2.43M | Sell |
36,842
-6
| -0% | -$396 | 0.31% | 48 |
|
|
2022
Q1 | $2.44M | Sell |
36,848
-4,178
| -10% | -$277K | 0.28% | 66 |
|
|
2021
Q4 | $2.39M | Buy |
41,026
+1,731
| +4% | +$101K | 0.26% | 66 |
|
|
2021
Q3 | $2.35M | Sell |
39,295
-442
| -1% | -$26.5K | 0.27% | 63 |
|
|
2021
Q2 | $2.38M | Buy |
39,737
+2,162
| +6% | +$129K | 0.28% | 60 |
|
|
2021
Q1 | $1.87M | Buy |
37,575
+226
| +0.6% | +$11.2K | 0.28% | 59 |
|
|
2020
Q4 | $1.87M | Buy |
37,349
+240
| +0.6% | +$12K | 0.28% | 58 |
|
|
2020
Q3 | $2.03M | Sell |
37,109
-3,172
| -8% | -$174K | 0.34% | 48 |
|
|
2020
Q2 | $2.13M | Buy |
40,281
+1,592
| +4% | +$84.2K | 0.38% | 46 |
|
|
2020
Q1 | $1.73M | Buy |
38,689
+3,426
| +10% | +$153K | 0.36% | 47 |
|
|
2019
Q4 | $1.76M | Sell |
35,263
-1,643
| -4% | -$81.9K | 0.32% | 50 |
|
|
2019
Q3 | $1.64M | Sell |
36,906
-1,607
| -4% | -$71.6K | 0.31% | 53 |
|
|
2019
Q2 | $1.59M | Sell |
38,513
-4,199
| -10% | -$173K | 0.32% | 52 |
|
|
2019
Q1 | $1.73M | Sell |
42,712
-1,981
| -4% | -$80.1K | 0.36% | 45 |
|
|
2018
Q4 | $1.7M | Buy |
+44,693
| New | +$1.7M | 0.38% | 44 |
|