Dynamic Advisor Solutions’s AstraZeneca AZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Buy |
14,692
+1,637
| +13% | +$114K | 0.03% | 448 |
|
|
2025
Q1 | $960K | Buy |
13,055
+4,811
| +58% | +$354K | 0.03% | 426 |
|
|
2024
Q4 | $540K | Sell |
8,244
-6,123
| -43% | -$401K | 0.02% | 418 |
|
|
2024
Q3 | $1.12M | Buy |
14,367
+551
| +4% | +$42.9K | 0.03% | 420 |
|
|
2024
Q2 | $1.08M | Buy |
13,816
+4,535
| +49% | +$354K | 0.03% | 437 |
|
|
2024
Q1 | $629K | Buy |
9,281
+1,637
| +21% | +$111K | 0.02% | 550 |
|
|
2023
Q4 | $523K | Buy |
7,644
+64
| +0.8% | +$4.38K | 0.02% | 567 |
|
|
2023
Q3 | $513K | Buy |
+7,580
| New | +$513K | 0.02% | 512 |
|
|
2022
Q1 | – | Sell |
-3,554
| Closed | -$207K | – | 722 |
|
|
2021
Q4 | $207K | Buy |
+3,554
| New | +$207K | 0.01% | 677 |
|