Caldwell Trust’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.2K | Sell |
347
-1
|
|
||||
|
2025
Q1 | $25.6K | Buy |
348
+267
|
|
||||
|
2024
Q4 | $5.31K | Hold |
81
|
|
||||
|
2024
Q3 | $6.31K | Buy |
+81
|
|
||||
|
2024
Q2 | – | Sell |
-285
|
|
||||
|
2024
Q1 | $19.3K | Sell |
285
-84
|
|
||||
|
2023
Q4 | $24.9K | Buy |
369
+84
|
|
||||
|
2023
Q3 | $19.3K | Hold |
285
|
|
||||
|
2023
Q2 | $20.4K | Hold |
285
|
|
||||
|
2023
Q1 | $19.8K | Hold |
285
|
|
||||
|
2022
Q4 | $19.3K | Buy |
+285
|
|
||||
|
2021
Q3 | – | Sell |
-47
|
|
||||
|
2021
Q2 | $2.81K | Hold |
47
|
|
||||
|
2021
Q1 | $2.34K | Hold |
47
|
|
||||
|
2020
Q4 | $2.35K | Hold |
47
|
|
||||
|
2020
Q3 | $2.58K | Sell |
47
-494
|
|
||||
|
2020
Q2 | $28.6K | Sell |
541
-2
|
|
||||
|
2020
Q1 | $24.3K | Hold |
543
|
|
||||
|
2019
Q4 | $27.1K | Buy |
+543
|
|