CAG
Crestwood Advisors Group’s AstraZeneca AZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.2M | Buy |
475,183
+42,774
| +10% | +$2.99M | 0.59% | 54 |
|
|
2025
Q1 | $31.8M | Buy |
432,409
+426,605
| +7,350% | +$31.4M | 0.6% | 51 |
|
|
2024
Q4 | $380K | Buy |
5,804
+888
| +18% | +$58.2K | 0.01% | 343 |
|
|
2024
Q3 | $383K | Sell |
4,916
-1,043
| -18% | -$81.3K | 0.01% | 334 |
|
|
2024
Q2 | $465K | Buy |
5,959
+477
| +9% | +$37.2K | 0.01% | 286 |
|
|
2024
Q1 | $371K | Buy |
5,482
+1,343
| +32% | +$91K | 0.01% | 319 |
|
|
2023
Q4 | $279K | Buy |
+4,139
| New | +$279K | 0.01% | 336 |
|