Everpar Advisors’s AstraZeneca AZN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$503K Sell
7,201
-132
-2% -$9.22K 0.23% 115
2025
Q1
$539K Sell
7,333
-191
-3% -$14K 0.29% 85
2024
Q4
$493K Buy
7,524
+69
+0.9% +$4.52K 0.25% 109
2024
Q3
$581K Sell
7,455
-137
-2% -$10.7K 0.3% 89
2024
Q2
$592K Sell
7,592
-26
-0.3% -$2.03K 0.3% 98
2024
Q1
$516K Sell
7,618
-3,400
-31% -$230K 0.31% 101
2023
Q4
$742K Buy
+11,018
New +$742K 0.35% 105