DWM
Diversify Wealth Management’s AstraZeneca AZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,557
| Closed | -$255K | – | 538 |
|
|
2025
Q1 | $255K | Sell |
3,557
-845
| -19% | -$60.6K | 0.02% | 458 |
|
|
2024
Q4 | $295K | Buy |
4,402
+153
| +4% | +$10.3K | 0.02% | 432 |
|
|
2024
Q3 | $327K | Sell |
4,249
-83
| -2% | -$6.39K | 0.03% | 381 |
|
|
2024
Q2 | $344K | Buy |
+4,332
| New | +$344K | 0.04% | 335 |
|