Envestnet Portfolio Solutions’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.34M | Sell |
62,058
-17,148
| -22% | -$1.2M | 0.02% | 393 |
|
|
2025
Q1 | $5.82M | Sell |
79,206
-67,563
| -46% | -$4.97M | 0.02% | 327 |
|
|
2024
Q4 | $9.62M | Buy |
146,769
+6,853
| +5% | +$449K | 0.03% | 258 |
|
|
2024
Q3 | $10.9M | Buy |
139,916
+3,539
| +3% | +$276K | 0.04% | 231 |
|
|
2024
Q2 | $10.6M | Buy |
136,377
+11,078
| +9% | +$864K | 0.04% | 221 |
|
|
2024
Q1 | $8.49M | Buy |
125,299
+9,871
| +9% | +$669K | 0.03% | 267 |
|
|
2023
Q4 | $7.77M | Buy |
115,428
+13,311
| +13% | +$896K | 0.03% | 239 |
|
|
2023
Q3 | $6.92M | Buy |
+102,117
| New | +$6.92M | 0.03% | 240 |
|