D.B. Root & Company’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $301K | Sell |
4,301
-4,754
| -53% | -$332K | 0.09% | 150 |
|
|
2025
Q1 | $666K | Sell |
9,055
-1,480
| -14% | -$109K | 0.21% | 84 |
|
|
2024
Q4 | $690K | Buy |
10,535
+1,616
| +18% | +$106K | 0.22% | 81 |
|
|
2024
Q3 | $695K | Buy |
8,919
+345
| +4% | +$26.9K | 0.23% | 81 |
|
|
2024
Q2 | $669K | Sell |
8,574
-258
| -3% | -$20.1K | 0.23% | 82 |
|
|
2024
Q1 | $598K | Hold |
8,832
| – | – | 0.2% | 102 |
|
|
2023
Q4 | $595K | Buy |
+8,832
| New | +$595K | 0.22% | 101 |
|