Glass Jacobson Investment 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 | – | Sell |
-92
| Closed | -$6.03K | – | 585 |
|
|
2025
Q1 | $6.03K | Hold |
92
| – | – | ﹤0.01% | 654 |
|
|
2024
Q4 | $6.03K | Hold |
92
| – | – | ﹤0.01% | 654 |
|
|
2024
Q3 | $7.17K | Hold |
92
| – | – | ﹤0.01% | 603 |
|
|
2024
Q2 | $7.18K | Hold |
92
| – | – | ﹤0.01% | 589 |
|
|
2024
Q1 | $6.23K | Sell |
92
-210
| -70% | -$14.2K | ﹤0.01% | 603 |
|
|
2023
Q4 | $20.3K | Sell |
302
-8
| -3% | -$539 | 0.01% | 440 |
|
|
2023
Q3 | $21K | Buy |
310
+207
| +201% | +$14K | 0.01% | 422 |
|
|
2023
Q2 | $7.37K | Buy |
+103
| New | +$7.37K | ﹤0.01% | 537 |
|
|
2022
Q4 | $7.66K | Buy |
+113
| New | +$7.66K | ﹤0.01% | 545 |
|