Forum Financial Management’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Buy |
18,156
+598
| +3% | +$41.8K | 0.02% | 180 |
|
|
2025
Q1 | $1.29M | Buy |
+17,558
| New | +$1.29M | 0.02% | 171 |
|
|
2024
Q4 | – | Sell |
-11,374
| Closed | -$886K | – | 924 |
|
|
2024
Q3 | $886K | Buy |
11,374
+2
| +0% | +$156 | 0.01% | 203 |
|
|
2024
Q2 | $887K | Hold |
11,372
| – | – | 0.02% | 195 |
|
|
2024
Q1 | $770K | Buy |
11,372
+379
| +3% | +$25.7K | 0.01% | 231 |
|
|
2023
Q4 | $740K | Sell |
10,993
-32
| -0.3% | -$2.16K | 0.01% | 204 |
|
|
2023
Q3 | $747K | Buy |
11,025
+33
| +0.3% | +$2.24K | 0.02% | 198 |
|
|
2023
Q2 | $787K | Sell |
10,992
-17
| -0.2% | -$1.22K | 0.02% | 191 |
|
|
2023
Q1 | $764K | Buy |
11,009
+210
| +2% | +$14.6K | 0.02% | 180 |
|
|
2022
Q4 | $732K | Buy |
10,799
+7
| +0.1% | +$475 | 0.02% | 187 |
|
|
2022
Q3 | $592K | Sell |
10,792
-1
| -0% | -$55 | 0.03% | 195 |
|
|
2022
Q2 | $713K | Buy |
10,793
+1
| +0% | +$66 | 0.04% | 166 |
|
|
2022
Q1 | $715K | Sell |
10,792
-10
| -0.1% | -$663 | 0.03% | 177 |
|
|
2021
Q4 | $629K | Buy |
+10,802
| New | +$629K | 0.03% | 199 |
|