GGM Wealth Advisors’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,160
| Closed | -$246K | – | 142 |
|
|
2024
Q3 | $246K | Sell |
3,160
-77
| -2% | -$6K | 0.11% | 127 |
|
|
2024
Q2 | $252K | Buy |
3,237
+70
| +2% | +$5.46K | 0.12% | 118 |
|
|
2024
Q1 | $217K | Buy |
3,167
+7
| +0.2% | +$479 | 0.1% | 120 |
|
|
2023
Q4 | $212K | Hold |
3,160
| – | – | 0.09% | 130 |
|
|
2023
Q3 | $214K | Buy |
3,160
+3
| +0.1% | +$203 | 0.09% | 128 |
|
|
2023
Q2 | $205K | Buy |
+3,157
| New | +$205K | 0.08% | 136 |
|
|
2023
Q1 | – | Sell |
-3,150
| Closed | -$223K | – | 67 |
|
|
2022
Q4 | $223K | Buy |
+3,150
| New | +$223K | 0.12% | 123 |
|