Congress 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
$2.36M Buy
33,750
+17,438
+107% +$1.22M 0.02% 530
2025
Q1
$1.2M Buy
16,312
+1,274
+8% +$93.5K 0.01% 594
2024
Q4
$985K Buy
15,038
+5,681
+61% +$372K 0.01% 520
2024
Q3
$729K Buy
+9,357
New +$729K 0.01% 571