Cyndeo Wealth Partners’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.14M | Sell |
16,362
-39
| -0.2% | -$2.73K | 0.07% | 210 |
|
|
2025
Q1 | $1.21M | Buy |
16,401
+58
| +0.4% | +$4.26K | 0.08% | 192 |
|
|
2024
Q4 | $1.07M | Sell |
16,343
-84
| -0.5% | -$5.5K | 0.07% | 207 |
|
|
2024
Q3 | $1.28M | Buy |
16,427
+2,117
| +15% | +$165K | 0.09% | 194 |
|
|
2024
Q2 | $1.12M | Buy |
14,310
+795
| +6% | +$62K | 0.09% | 198 |
|
|
2024
Q1 | $916K | Buy |
13,515
+134
| +1% | +$9.08K | 0.08% | 208 |
|
|
2023
Q4 | $901K | Buy |
13,381
+68
| +0.5% | +$4.58K | 0.08% | 193 |
|
|
2023
Q3 | $902K | Buy |
13,313
+45
| +0.3% | +$3.05K | 0.09% | 176 |
|
|
2023
Q2 | $950K | Sell |
13,268
-827
| -6% | -$59.2K | 0.1% | 170 |
|
|
2023
Q1 | $978K | Sell |
14,095
-195
| -1% | -$13.5K | 0.11% | 173 |
|
|
2022
Q4 | $969K | Buy |
+14,290
| New | +$969K | 0.11% | 170 |
|