Cetera Trust Company’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $332K | Buy |
4,745
+200
| +4% | +$14K | 0.2% | 90 |
|
|
2025
Q1 | $334K | Hold |
4,545
| – | – | 0.21% | 80 |
|
|
2024
Q4 | $298K | Buy |
4,545
+370
| +9% | +$24.2K | 0.19% | 93 |
|
|
2024
Q3 | $325K | Hold |
4,175
| – | – | 0.2% | 96 |
|
|
2024
Q2 | $326K | Hold |
4,175
| – | – | 0.2% | 83 |
|
|
2024
Q1 | $283K | Buy |
4,175
+475
| +13% | +$32.2K | 0.17% | 108 |
|
|
2023
Q4 | $249K | Buy |
+3,700
| New | +$249K | 0.16% | 123 |
|