EverSource Wealth Advisors’s AstraZeneca AZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $535K | Buy |
7,658
+1,727
| +29% | +$121K | 0.02% | 432 |
|
|
2025
Q1 | $436K | Sell |
5,931
-5
| -0.1% | -$367 | 0.02% | 414 |
|
|
2024
Q4 | $389K | Sell |
5,936
-286
| -5% | -$18.7K | 0.02% | 433 |
|
|
2024
Q3 | $485K | Buy |
6,222
+105
| +2% | +$8.18K | 0.03% | 330 |
|
|
2024
Q2 | $484K | Buy |
6,117
+800
| +15% | +$63.3K | 0.03% | 322 |
|
|
2024
Q1 | $403K | Sell |
5,317
-195
| -4% | -$14.8K | 0.03% | 314 |
|
|
2023
Q4 | $371K | Sell |
5,512
-30
| -0.5% | -$2.02K | 0.03% | 295 |
|
|
2023
Q3 | $375K | Sell |
5,542
-593
| -10% | -$40.2K | 0.04% | 263 |
|
|
2023
Q2 | $439K | Sell |
6,135
-502
| -8% | -$35.9K | 0.05% | 246 |
|
|
2023
Q1 | $461K | Sell |
6,637
-799
| -11% | -$55.5K | 0.06% | 225 |
|
|
2022
Q4 | $504K | Sell |
7,436
-1,518
| -17% | -$103K | 0.08% | 196 |
|
|
2022
Q3 | $491K | Sell |
8,954
-1,718
| -16% | -$94.2K | 0.11% | 177 |
|
|
2022
Q2 | $706K | Buy |
10,672
+2,916
| +38% | +$193K | 0.18% | 104 |
|
|
2022
Q1 | $515K | Buy |
7,756
+4,806
| +163% | +$319K | 0.13% | 145 |
|
|
2021
Q4 | $171K | Buy |
+2,950
| New | +$171K | 0.05% | 245 |
|