Burling Wealth Partners’s AstraZeneca AZN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.6M Sell
37,273
-9,889
-21% -$691K 0.48% 59
2025
Q1
$3.47M Sell
47,162
-12,301
-21% -$904K 0.73% 46
2024
Q4
$3.9M Buy
+59,463
New +$3.9M 0.8% 39