Financial Synergies Wealth Advisors’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-347
| Closed | -$23.5K | – | 105 |
|
|
2024
Q1 | $23.5K | Hold |
347
| – | – | ﹤0.01% | 181 |
|
|
2023
Q4 | $23.5K | Hold |
347
| – | – | ﹤0.01% | 129 |
|
|
2023
Q3 | $23.5K | Hold |
347
| – | – | ﹤0.01% | 161 |
|
|
2023
Q2 | $24.8K | Hold |
347
| – | – | ﹤0.01% | 153 |
|
|
2023
Q1 | $24.1K | Hold |
347
| – | – | ﹤0.01% | 159 |
|
|
2022
Q4 | $23.5K | Buy |
+347
| New | +$23.5K | ﹤0.01% | 129 |
|