Financial Gravity Asset 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	$3.27M	Sell	16,601 -56	-0.3%	-$10.8K	0.58%	44
2025 Q4	$3.06M	Sell	16,657 -7,222	-30%	-$1.27M	0.59%	42
2025 Q3	$3.66M	Buy	+23,879	New	+$3.61M	0.72%	37
2025 Q1	$1.96M	Buy	+13,318	New	+$1.93M	0.43%	62
2024 Q2	$2.05M	Sell	13,179 -10,688	-45%	-$1.61M	0.51%	50
2024 Q1	$3.22M	Buy	23,867 +12,499	+110%	+$1.66M	0.43%	58
2023 Q4	$1.53M	Buy	11,368 +11,330	+29,816%	+$1.47M	0.02%	275
2023 Q3	$4.89K	Buy	38 +2	+6%	+$273	﹤0.01%	633
2023 Q2	$6.72K	Buy	36 +1	+3%	+$147	0.02%	429
2023 Q1	$1.61K	Buy	35 +1	+3%	+$135	0.05%	321
2022 Q4	$6.2K	Sell	34 -296	-90%	-$37.1K	0.03%	358
2022 Q3	$1.27K	Sell	330 -264	-44%	-$33.5K	0.04%	332
2022 Q2	$1.53K	Hold	594	–	–	0.05%	297
2022 Q1	$1.54K	Buy	594 +43	+8%	+$5.16K	0.04%	309
2021 Q4	$1.36K	Buy	551 +539	+4,492%	+$63.4K	0.03%	360
2021 Q3	$60K	Buy	12 +11	+1,100%	+$1.28K	0.03%	491
2021 Q2	$60K	Hold	1	–	–	0.02%	506
2021 Q1	$30	Hold	1	–	–	﹤0.01%	613
2020 Q4	$0	Buy	+1	New	+$106	﹤0.01%	502
2020 Q2	–	Sell	-4	Closed	-$342	–	84
2020 Q1	$342	Sell	4 -20	-83%	-$1.88K	﹤0.01%	626
2019 Q4	$50K	Buy	24 +10	+71%	+$941	0.03%	646
2019 Q3	$1K	Sell	14 -15	-52%	-$1.3K	﹤0.01%	971
2019 Q2	$2K	Sell	29 -18	-38%	-$1.41K	﹤0.01%	866
2019 Q1	$4K	Buy	+47	New	+$3.71K	﹤0.01%	727
2018 Q3	$3K	Buy	39 +5	+15%	+$378	﹤0.01%	831
2018 Q2	$3K	Sell	34 -3	-8%	-$216	﹤0.01%	869
2018 Q1	$3K	Buy	+37	New	+$2.56K	﹤0.01%	828