Exencial Wealth Advisors’s AstraZeneca AZN Stock Holding History

Exencial Wealth Advisors’s Portfolio AZN Stock Details AZN Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.7M	Buy
2025 Q2	$2.29M	Buy
2025 Q1	$2.28M	Buy
2024 Q4	$1.58M	Buy
2022 Q1	–	Sell
2021 Q4	$327K	Buy
2021 Q3	$240K	Sell
2021 Q2	$287K	Sell
2021 Q1	$241K	Buy
2020 Q4	–	Sell
2020 Q3	$226K	Buy