Concurrent Investment Advisors’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.55M | Buy |
36,442
+4,328
| +13% | +$302K | 0.05% | 367 |
|
|
2025
Q1 | $2.36M | Buy |
32,114
+15,189
| +90% | +$1.12M | 0.06% | 334 |
|
|
2024
Q4 | $1.11M | Buy |
16,925
+4,240
| +33% | +$278K | 0.03% | 459 |
|
|
2024
Q3 | $988K | Buy |
12,685
+3,597
| +40% | +$280K | 0.03% | 461 |
|
|
2024
Q2 | $709K | Buy |
9,088
+5,590
| +160% | +$436K | 0.02% | 504 |
|
|
2024
Q1 | $237K | Buy |
3,498
+525
| +18% | +$35.6K | 0.01% | 739 |
|
|
2023
Q4 | $200K | Buy |
+2,973
| New | +$200K | 0.01% | 767 |
|