Carr Financial Group’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $214K | Hold |
3,063
| – | – | 0.06% | 182 |
|
|
2025
Q1 | $225K | Hold |
3,063
| – | – | 0.07% | 165 |
|
|
2024
Q4 | $201K | Hold |
3,063
| – | – | 0.06% | 179 |
|
|
2024
Q3 | $239K | Hold |
3,063
| – | – | 0.07% | 173 |
|
|
2024
Q2 | $239K | Hold |
3,063
| – | – | 0.08% | 171 |
|
|
2024
Q1 | $208K | Hold |
3,063
| – | – | 0.07% | 170 |
|
|
2023
Q4 | $206K | Buy |
+3,063
| New | +$206K | 0.08% | 160 |
|
|
2023
Q3 | – | Sell |
-3,063
| Closed | -$219K | – | 164 |
|
|
2023
Q2 | $219K | Sell |
3,063
-848
| -22% | -$60.7K | 0.09% | 164 |
|
|
2023
Q1 | $271K | Hold |
3,911
| – | – | 0.12% | 137 |
|
|
2022
Q4 | $265K | Buy |
+3,911
| New | +$265K | 0.14% | 139 |
|