FSM 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 | $480K | Sell |
6,897
-222
| -3% | -$15.5K | 0.08% | 160 |
|
|
2025
Q1 | $523K | Buy |
7,119
+777
| +12% | +$57.1K | 0.12% | 102 |
|
|
2024
Q4 | $424K | Buy |
6,342
+204
| +3% | +$13.7K | 0.1% | 111 |
|
|
2024
Q3 | $478K | Buy |
6,138
+188
| +3% | +$14.6K | 0.13% | 96 |
|
|
2024
Q2 | $464K | Sell |
5,950
-160
| -3% | -$12.5K | 0.16% | 89 |
|
|
2024
Q1 | $414K | Buy |
6,110
+42
| +0.7% | +$2.85K | 0.15% | 98 |
|
|
2023
Q4 | $409K | Sell |
6,068
-278
| -4% | -$18.7K | 0.17% | 96 |
|
|
2023
Q3 | $430K | Buy |
6,346
+334
| +6% | +$22.6K | 0.22% | 86 |
|
|
2023
Q2 | $390K | Buy |
6,012
+1,621
| +37% | +$105K | 0.2% | 99 |
|
|
2023
Q1 | $305K | Buy |
4,391
+1,138
| +35% | +$79K | 0.18% | 116 |
|
|
2022
Q4 | $221K | Buy |
+3,253
| New | +$221K | 0.16% | 130 |
|