Connecticut 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 | $361K | Sell |
5,160
-117
| -2% | -$8.18K | 0.02% | 241 |
|
|
2025
Q1 | $388K | Hold |
5,277
| – | – | 0.02% | 230 |
|
|
2024
Q4 | $346K | Sell |
5,277
-204
| -4% | -$13.4K | 0.02% | 217 |
|
|
2024
Q3 | $427K | Sell |
5,481
-331
| -6% | -$25.8K | 0.02% | 231 |
|
|
2024
Q2 | $453K | Sell |
5,812
-117
| -2% | -$9.13K | 0.02% | 222 |
|
|
2024
Q1 | $402K | Sell |
5,929
-55
| -0.9% | -$3.73K | 0.02% | 239 |
|
|
2023
Q4 | $403K | Buy |
5,984
+2,638
| +79% | +$178K | 0.02% | 232 |
|
|
2023
Q3 | $227K | Buy |
3,346
+55
| +2% | +$3.73K | 0.02% | 269 |
|
|
2023
Q2 | $236K | Buy |
+3,291
| New | +$236K | 0.02% | 232 |
|