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Fermata Advisors’s AstraZeneca AZN Stock Holding History

Fermata Advisors’s Portfolio AZN Stock Details AZN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-3,986
Closed -$293K – 230
2025
Q1 		$293K Buy
+3,986
New +$293K 0.05% 220
2024
Q4 		– Sell
-2,655
Closed -$207K – 270
2024
Q3 		$207K Buy
+2,655
New +$207K 0.04% 235