Coppell Advisory Solutions’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.43M | Sell |
20,413
-3,704
| -15% | -$259K | 0.17% | 129 |
|
2025
Q1 | $1.73M | Sell |
24,117
-9,113
| -27% | -$653K | 0.24% | 101 |
|
2024
Q4 | $2.18M | Buy |
33,230
+14,339
| +76% | +$940K | 0.3% | 68 |
|
2024
Q3 | $1.47M | Buy |
18,891
+189
| +1% | +$14.7K | 0.22% | 99 |
|
2024
Q2 | $1.46M | Buy |
+18,702
| New | +$1.46M | 0.24% | 90 |
|
2023
Q4 | $39.6K | Buy |
588
+382
| +185% | +$25.7K | 0.01% | 547 |
|
2023
Q3 | $14K | Buy |
206
+6
| +3% | +$407 | ﹤0.01% | 549 |
|
2023
Q2 | $14.3K | Buy |
+200
| New | +$14.3K | ﹤0.01% | 620 |
|
2023
Q1 | – | Sell |
-206
| Closed | -$14K | – | 263 |
|
2022
Q4 | $14K | Buy |
+206
| New | +$14K | ﹤0.01% | 556 |
|