FRG Family 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 | $300K | Hold |
4,300
| – | – | 0.05% | 133 |
|
|
2025
Q1 | $316K | Sell |
4,300
-750
| -15% | -$55.1K | 0.06% | 125 |
|
|
2024
Q4 | $331K | Hold |
5,050
| – | – | 0.06% | 121 |
|
|
2024
Q3 | $393K | Hold |
5,050
| – | – | 0.07% | 116 |
|
|
2024
Q2 | $400K | Hold |
5,050
| – | – | 0.08% | 110 |
|
|
2024
Q1 | $383K | Hold |
5,050
| – | – | 0.08% | 110 |
|
|
2023
Q4 | $340K | Hold |
5,050
| – | – | 0.07% | 115 |
|
|
2023
Q3 | $342K | Sell |
5,050
-112
| -2% | -$7.59K | 0.08% | 114 |
|
|
2023
Q2 | $369K | Buy |
5,162
+112
| +2% | +$8.02K | 0.08% | 108 |
|
|
2023
Q1 | $351K | Hold |
5,050
| – | – | 0.08% | 118 |
|
|
2022
Q4 | $342K | Hold |
5,050
| – | – | 0.08% | 118 |
|
|
2022
Q3 | $277K | Hold |
5,050
| – | – | 0.07% | 121 |
|
|
2022
Q2 | $334K | Hold |
5,050
| – | – | 0.08% | 114 |
|
|
2022
Q1 | $335K | Hold |
5,050
| – | – | 0.07% | 120 |
|
|
2021
Q4 | $294K | Hold |
5,050
| – | – | 0.05% | 127 |
|
|
2021
Q3 | $303K | Hold |
5,050
| – | – | 0.06% | 117 |
|
|
2021
Q2 | $302K | Hold |
5,050
| – | – | 0.06% | 120 |
|
|
2021
Q1 | $251K | Hold |
5,050
| – | – | 0.05% | 121 |
|
|
2020
Q4 | $252K | Buy |
5,050
+750
| +17% | +$37.4K | 0.05% | 120 |
|
|
2020
Q3 | $236K | Hold |
4,300
| – | – | 0.06% | 117 |
|
|
2020
Q2 | $227K | Buy |
+4,300
| New | +$227K | 0.06% | 114 |
|
|
2020
Q1 | – | Sell |
-4,300
| Closed | -$214K | – | 113 |
|
|
2019
Q4 | $214K | Buy |
+4,300
| New | +$214K | 0.05% | 116 |
|