Dakota 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 | $955K | Sell |
13,667
-4,248
| -24% | -$297K | 0.02% | 391 |
|
|
2025
Q1 | $1.32M | Buy |
17,915
+6,958
| +64% | +$511K | 0.03% | 325 |
|
|
2024
Q4 | $718K | Sell |
10,957
-6,806
| -38% | -$446K | 0.02% | 429 |
|
|
2024
Q3 | $1.38M | Sell |
17,763
-317
| -2% | -$24.7K | 0.03% | 317 |
|
|
2024
Q2 | $1.41M | Buy |
18,080
+3,013
| +20% | +$235K | 0.03% | 307 |
|
|
2024
Q1 | $1.02M | Buy |
15,067
+6,835
| +83% | +$463K | 0.03% | 364 |
|
|
2023
Q4 | $554K | Sell |
8,232
-5,640
| -41% | -$380K | 0.02% | 400 |
|
|
2023
Q3 | $939K | Buy |
13,872
+88
| +0.6% | +$5.96K | 0.04% | 294 |
|
|
2023
Q2 | $987K | Sell |
13,784
-182
| -1% | -$13K | 0.05% | 256 |
|
|
2023
Q1 | $969K | Buy |
13,966
+277
| +2% | +$19.2K | 0.06% | 235 |
|
|
2022
Q4 | $928K | Sell |
13,689
-215
| -2% | -$14.6K | 0.07% | 232 |
|
|
2022
Q3 | $762K | Buy |
13,904
+8,893
| +177% | +$487K | 0.06% | 250 |
|
|
2022
Q2 | $331K | Buy |
+5,011
| New | +$331K | 0.03% | 353 |
|