Gerber Kawasaki Wealth & Investment 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 | $222K | Buy |
3,174
+158
| +5% | +$11K | 0.01% | 288 |
|
|
2025
Q1 | $222K | Buy |
+3,016
| New | +$222K | 0.01% | 278 |
|
|
2024
Q4 | – | Sell |
-2,608
| Closed | -$203K | – | 285 |
|
|
2024
Q3 | $203K | Buy |
+2,608
| New | +$203K | 0.01% | 277 |
|
|
2021
Q4 | – | Sell |
-4,257
| Closed | -$255K | – | 346 |
|
|
2021
Q3 | $255K | Buy |
4,257
+186
| +5% | +$11.1K | 0.03% | 159 |
|
|
2021
Q2 | $243K | Buy |
+4,071
| New | +$243K | 0.02% | 216 |
|