Geller Advisors’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $970K | Sell |
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|
2024
Q3 | $1.3M | Buy |
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|
2024
Q2 | $1.29M | Buy |
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|
2024
Q1 | $1.07M | Buy |
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|
2023
Q4 | $1.06M | Sell |
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|
2023
Q3 | $1.07M | Sell |
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|
2023
Q2 | $1.14M | Buy |
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|
2023
Q1 | $648K | Buy |
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|
2022
Q4 | $330K | Sell |
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|
2022
Q3 | $283K | Sell |
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|
2022
Q2 | $374K | Sell |
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|
2022
Q1 | $518K | Sell |
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|
2021
Q4 | $459K | Hold |
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|
2021
Q3 | $474K | Buy |
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|
2021
Q2 | $406K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $264K | Hold |
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|
2020
Q3 | $292K | Buy |
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|
2020
Q2 | $281K | Buy |
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