Forvis Mazars Wealth Advisors’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,861
| Closed | -$210K | – | 397 |
|
|
2025
Q1 | $210K | Buy |
+2,861
| New | +$210K | 0.01% | 379 |
|
|
2024
Q4 | – | Sell |
-3,056
| Closed | -$238K | – | 420 |
|
|
2024
Q3 | $238K | Sell |
3,056
-115
| -4% | -$8.96K | 0.01% | 408 |
|
|
2024
Q2 | $247K | Hold |
3,171
| – | – | 0.01% | 377 |
|
|
2024
Q1 | $215K | Buy |
3,171
+141
| +5% | +$9.55K | 0.01% | 378 |
|
|
2023
Q4 | $204K | Sell |
3,030
-171
| -5% | -$11.5K | 0.01% | 375 |
|
|
2023
Q3 | $217K | Sell |
3,201
-533
| -14% | -$36.1K | 0.01% | 367 |
|
|
2023
Q2 | $267K | Buy |
3,734
+652
| +21% | +$46.7K | 0.01% | 370 |
|
|
2023
Q1 | $214K | Buy |
3,082
+32
| +1% | +$2.22K | 0.01% | 383 |
|
|
2022
Q4 | $207K | Buy |
+3,050
| New | +$207K | 0.01% | 375 |
|
|
2022
Q3 | – | Sell |
-3,999
| Closed | -$264K | – | 385 |
|
|
2022
Q2 | $264K | Buy |
3,999
+305
| +8% | +$20.1K | 0.01% | 338 |
|
|
2022
Q1 | $245K | Sell |
3,694
-2,154
| -37% | -$143K | 0.01% | 269 |
|
|
2021
Q4 | $341K | Sell |
5,848
-3,177
| -35% | -$185K | 0.01% | 213 |
|
|
2021
Q3 | $542K | Buy |
+9,025
| New | +$542K | 0.02% | 174 |
|