Evercore Wealth Management’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $252K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $91K | Sell |
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|
2015
Q2 | $121K | Hold |
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|
2015
Q1 | $130K | Sell |
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|
2014
Q4 | $156K | Sell |
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|
2014
Q3 | $320K | Hold |
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|
2014
Q2 | $334K | Buy |
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|
2014
Q1 | $178K | Buy |
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|
2013
Q4 | $153K | Buy |
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|
2013
Q3 | $108K | Buy |
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|
2013
Q2 | $89K | Buy |
|