Cherry Tree Wealth Management’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.3K | Hold |
334
| – | – | 0.01% | 322 |
|
|
2025
Q1 | $24.5K | Hold |
334
| – | – | 0.01% | 318 |
|
|
2024
Q4 | $21.9K | Hold |
334
| – | – | 0.01% | 327 |
|
|
2024
Q3 | $26K | Hold |
334
| – | – | 0.01% | 308 |
|
|
2024
Q2 | $26K | Sell |
334
-51
| -13% | -$3.98K | 0.01% | 302 |
|
|
2024
Q1 | $26.1K | Buy |
385
+51
| +15% | +$3.46K | 0.01% | 301 |
|
|
2023
Q4 | $22.5K | Hold |
334
| – | – | 0.01% | 298 |
|
|
2023
Q3 | $22.6K | Hold |
334
| – | – | 0.01% | 283 |
|
|
2023
Q2 | $23.9K | Buy |
+334
| New | +$23.9K | 0.01% | 277 |
|