GeoWealth 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 | $1.49M | Buy |
21,328
+1,734
| +9% | +$121K | 0.06% | 189 |
|
|
2025
Q1 | $1.44M | Sell |
19,594
-1,244
| -6% | -$91.4K | 0.06% | 206 |
|
|
2024
Q4 | $1.37M | Buy |
20,838
+5,459
| +35% | +$358K | 0.04% | 239 |
|
|
2024
Q3 | $1.2M | Sell |
15,379
-177
| -1% | -$13.8K | 0.04% | 267 |
|
|
2024
Q2 | $1.21M | Buy |
15,556
+66
| +0.4% | +$5.15K | 0.05% | 229 |
|
|
2024
Q1 | $1.05M | Buy |
15,490
+1,295
| +9% | +$87.7K | 0.04% | 285 |
|
|
2023
Q4 | $956K | Buy |
+14,195
| New | +$956K | 0.08% | 218 |
|